Bank of America
Financial Solutions Advisor - So. Palm Beach / No. Broward Market
Boca Raton +1 · Full-time · Posted Sep 8, 2026
- Location
- Boca Raton
Coral Springs - Experience
- At least one year in investments and at least one year in financial services and/or a sales environment; three years in financial services and/or a sales environment is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized investment and banking solutions to clients, including financial planning, product recommendations, and referrals to internal partners.
What you'll do
- Build financial plans and recommend strategies and brokerage products aligned with clients’ goals.
- Triage client requests and refer clients to appropriate internal service providers.
- Identify potential clients, manage risk, and coach referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); candidates missing one required license may receive an offer conditional on passing the missing exam within 60 days.
- 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
- Bilingual Spanish-speaking.
- Additional professional designations such as CFP or CRPC; insurance licenses are also desired.
Model-written summary · the original posting is authoritative