Bank of America
Financial Solutions Advisor - Broward County
Miramar · Full-time · Posted Jul 18, 2025
- Experience
- At least one year in the investments industry and at least one year in financial services and/or a goal-based sales environment. Preferred: at least three years in financial services and/or a goal-based sales environment.
About the job
Provides financial advice and customized investment and banking solutions to help clients plan for and achieve their financial goals.
What you'll do
- Builds financial plans and recommends brokerage products and banking or investment strategies suited to client needs.
- Triages client requests and refers clients to appropriate internal service providers based on needs and asset thresholds.
- Develops new client relationships and manages risk in daily activities.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 7 and Series 63 or 65; a missing Series 63 or 65 may be completed within 60 days after an offer.
- At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- At least one year of experience in financial services and/or a sales environment where goals were met or exceeded.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- At least three years of financial services and/or sales experience; additional professional designations such as CFP or CRPC, or insurance licenses.
Tools
stocks, bonds, mutual funds, annuities
Model-written summary · the original posting is authoritative