Bank of America
Financial Solutions Advisor - South Broward / North Dade
Bay Harbor Islands +1 · Full-time · Posted Sep 11, 2026
- Location
- Bay Harbor Islands
Miramar - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment; desired: at least three years in financial services and/or a sales environment.
About the job
Provides financial advice and customized plans, recommends banking and investment strategies, and connects clients with appropriate internal partners to help meet their financial goals.
What you'll do
- Build financial plans using brokerage, banking, and money-management solutions and recommend strategies aligned with client needs.
- Triage client requests, refer clients to internal service providers, and develop potential new client relationships.
- Manage risk and provide coaching and feedback to referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); where one of Series 63 or 65 is held, the missing license must be passed within 60 days of an offer.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or sales-environment experience where goals were met or exceeded.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Additional designations such as CFP or CRPC, at least three years of relevant financial-services and/or sales experience, or insurance licenses.
Model-written summary · the original posting is authoritative