Financial Solutions Advisor

4 weeks ago


Wellington, Florida, United States Bank of America Full time
Job Description:

At Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions. As a Financial Solutions Advisor, you will play a critical role in providing comprehensive advice and recommendations to clients, helping them navigate the complexities of financial planning and investment management.

Key Responsibilities:

  • Provide personalized advice and recommendations to clients based on their financial goals and needs
  • Develop and implement customized financial plans and investment strategies for clients
  • Work closely with clients to understand their financial objectives and develop tailored solutions to meet their needs
  • Stay up-to-date on market trends and regulatory changes to ensure clients receive the best possible advice
  • Collaborate with internal teams to ensure seamless delivery of financial solutions to clients

Requirements:

  • Currently holds Series 7 & 65 licenses (or equivalent)
  • At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues
  • Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities
  • Strong analytical and problem-solving skills, with the ability to think critically and make sound decisions

Preferred Qualifications:

  • At least three years of experience in the financial services industry, with a proven track record of success in a sales or advisory role
  • Additional professional designations, such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC)
  • Strong computer skills, with the ability to multitask and navigate complex systems

Why Bank of America?

At Bank of America, we are committed to creating a workplace that is inclusive, diverse, and supportive of our teammates. We offer a range of benefits and programs to support the physical, emotional, and financial well-being of our employees, including competitive compensation and benefits, opportunities for professional development and growth, and a commitment to diversity and inclusion.

Equal Employment Opportunity:

Bank of America is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is free from discrimination and harassment, and where all teammates feel valued, respected, and supported.



  • Wellington, Florida, United States First Source LLC Full time

    Transform Lives with Firstsource Solutions USA, LLCWe are seeking a highly motivated and detail-oriented Patient Financial Advocate to join our team at a Medical Facility in Wellington, FL. As a Patient Financial Advocate, you will play a vital role in helping patients navigate the complex eligibility and payment process.Key Responsibilities:Screen patients...


  • Wellington, Florida, United States Firstsource Full time

    Transformative Role in HealthcareAt Firstsource, we are dedicated to providing transformational outsourcing solutions and services spanning the customer lifecycle across the Healthcare industry. As a Patient Financial Advocate, you will play a vital role in helping patients navigate the complex eligibility and payment process, ensuring they receive the care...


  • Wellington, Florida, United States One Stop Mortgage Full time

    Unlock Your Potential as a Loan AdvisorAt One Stop Mortgage, we're seeking a highly skilled Loan Advisor to join our dynamic team. As a key player in our organization, you'll have the opportunity to drive growth, lead by example, and deliver exceptional customer service.Key Responsibilities:Provide expert guidance on loan products, including QM and Non-QM...


  • Wellington, Florida, United States TooJay's Deli • Bakery • Restaurant Full time

    Job Title: Restaurant ManagerAt TooJay's Deli • Bakery • Restaurant, we are seeking a highly motivated and experienced Restaurant Manager to join our team in Wellington Green Commons. As a Restaurant Manager, you will play a key role in ensuring the execution of our standards and the outcome of company goals within our restaurant.Key...


  • Wellington, Florida, United States TooJay's Deli • Bakery • Restaurant Full time

    Restaurant Manager Job DescriptionAt TooJay's Deli Bakery Restaurant, we are seeking a highly motivated and experienced Restaurant Manager to join our team. As a Restaurant Manager, you will be responsible for leading the restaurant team to ensure the execution of standards and the outcome of company goals within a TooJay's restaurant.Key...


  • Wellington, Florida, United States TooJay's Deli • Bakery • Restaurant Full time

    Restaurant Manager Job DescriptionAt TooJay's Deli • Bakery • Restaurant, we are seeking a highly skilled and experienced Restaurant Manager to join our team. As a Restaurant Manager, you will be responsible for supporting the management team to ensure the execution of standards and the outcome of company goals within a TooJay's restaurant.Key...

  • Project Director

    4 weeks ago


    Wellington, Florida, United States gpac Full time

    Project Manager OpportunityGPAC is seeking a highly skilled Project Manager to join our team of professionals. As a Project Manager, you will be responsible for leading the execution of successful outcomes on commercial construction projects.Key Responsibilities:Collaborate with the estimating team during the preconstruction phase to ensure accurate project...

  • Retail Store Manager

    4 weeks ago


    Wellington, Florida, United States Scenthound Corporate Scenters Full time

    Retail Store Manager Job DescriptionWe are seeking a highly skilled and experienced Retail Store Manager to oversee the day-to-day operations of our growing grooming center. As a key member of our management team, you will be responsible for formulating overall strategy, managing people, and establishing policies to drive sales growth and maintain...


  • Wellington, KS, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorJob Summary:At Bank of America, we are committed to helping our clients achieve their financial goals through comprehensive advice and customized solutions. As a Financial Solutions Advisor, you will work closely with clients to understand their financial needs and develop tailored plans to meet those needs.Key...


  • Wellington, KS, United States Bank of America Full time

    At Bank of America, we strive to make a positive impact on our clients' financial lives through our expertise and guidance.Our team is guided by a set of core values that emphasize responsible growth, teamwork, and a commitment to excellence.We believe in investing in our employees and providing them with the tools and resources they need to succeed in their...


  • Wellington, United States First Source LLC Full time

    PART Time, Entry Level - GREAT way to get hands on experience! Plenty of opportunities for growth within! Location: ONSITE at a Medical Facility in Wellington, FL Hours: Sunday and Monday 10:30a to 7 pm MUST BE BILINGUAL IN ENGLISH AND SPANISH Due to the nature of this position and healthcare setting, up to date immunizations, including COVID19, are...


  • Wellington, Utah, United States ROBERT JAMES LAPETER AGENCY INC Full time

    Job DescriptionAs a State Farm Insurance and Financial Services Representative with the ROBERT JAMES LAPETER AGENCY INC, you will have the opportunity to work with a dynamic team and provide exceptional customer service to our clients. Your primary responsibility will be to establish and maintain strong relationships with customers, providing them with...

  • Loan Advisor

    1 month ago


    Wellington, United States One Stop Mortgage Full time

    Job DescriptionJob DescriptionThis is a once-in-a-lifetime opportunity to become a key player in our dynamic and growing team. The ideal candidate will possess a strong background in loan origination and operations management, with the capability to lead and drive fellow team members toward success. An NMLS license is required for this...

  • Teller Lead Position

    3 weeks ago


    Wellington, Utah, United States PNC Full time

    Job SummaryAs a Teller Lead at PNC, you will play a key role in delivering exceptional customer service and financial solutions to our clients. You will coach and mentor tellers to ensure they have the skills and knowledge needed to provide a unique customer experience.Key ResponsibilitiesCoach and mentor tellers to deliver a unique customer...


  • Wellington, United States Wells Fargo Full time

    Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers with ba Personal Banker, Spanish, Bilingual, Customer Experience, Banker, Financial, Banking, Education


  • Wellington, United States First Source LLC Full time

    FULL Time, Entry Level - GREAT way to get hands on experience! Plenty of opportunities for growth within!Location: ONSITE at medical facilities in the Southeast Florida area, home base medical facility will be in Wellington, FL. Areas of travel to include Boca Raton, Vero Beach, Port St Lucie, Ft Lauderdale, and Lehigh AcresHours: Monday- Friday 8:30 to 5 pm...


  • Wellington, United States First Source LLC Full time

    FULL Time, Entry Level - GREAT way to get hands on experience! Plenty of opportunities for growth within! Location: ONSITE at medical facilities in the Southeast Florida area, home base medical facility will be in Wellington, FL. Areas of travel to include Boca Raton, Vero Beach, Port St Lucie, Ft Lauderdale, and Lehigh Acres Hours: Monday- Friday 8:30 to...


  • Wellington, United States First Source LLC Full time

    FULL Time, Entry Level - GREAT way to get hands on experience! Plenty of opportunities for growth within! Location: ONSITE at medical facilities in the Southeast Florida area, home base medical facility will be in Wellington, FL. Areas of travel to include Boca Raton, Vero Beach, Port St Lucie, Ft Lauderdale, and Lehigh Acres Hours: Monday- Friday 8:30 to 5...


  • Wellington, Missouri, United States Capital One Full time

    About the RoleCapital One is seeking a highly skilled Senior Software Engineer to join our Android team. As a key member of our team, you will be responsible for designing, developing, and delivering high-quality Android applications that meet the needs of our customers.Key ResponsibilitiesDevelop Android client code solutions that deliver on Product...


  • Wellington, United States Best Buy Full time

    As a Car Electronics Installer, you'll lend your technical talents to installing new technology into customers' vehicles. In this role, you'll follow established procedures for recommending, troubleshooting and installing mobile electronics specific to each vehicle. You'll also share automotive technology advice, best practices and recommendations with...

  • RN - Med/Surg R8

    2 weeks ago


    Wellington, United States CARLE Full time

    Special Summer Incentive * Sign on bonus - $10,000 3yr Commitment *Vacation accrual based on RN experience for nurses with 1 or more years experience - External Applicants OnlySubmit your CV and any additional required information after you have read this description by clicking on the application button.The staff Registered Nurse (RN) is a professional...

  • Retail Store Manager

    2 weeks ago


    Wellington, United States Scenthound Corporate Scenters Full time

    Company Overview: Scenthound is the first membership-based franchise providing affordable and accessible wellness-focused dog care. Dogs need consistent care to keep all their parts healthy, from their Skin and Coat to their Ears, Nails, and Teeth (yes, that spells SCENT). At Scenthound, we’re committed to providing every dog with the care necessary to...

  • Retail Store Manager

    2 months ago


    Wellington, United States Scenthound Corporate Scenters Full time

    Company Overview:Scenthound is the first membership-based franchise providing affordable and accessible wellness-focused dog care. Dogs need consistent care to keep all their parts healthy, from their Skin and Coat to their Ears, Nails, and Teeth (yes, that spells SCENT). At Scenthound, we’re committed to providing every dog with the care necessary to help...

  • Retail Store Director

    3 weeks ago


    Wellington, Utah, United States Scenthound Corporate Scenters Full time

    Retail Store Manager Job DescriptionWe are seeking a highly skilled Retail Store Manager to oversee the day-to-day operations of our growing grooming center. As a key member of our management team, you will be responsible for formulating overall strategy, managing people, and establishing policies to drive sales growth and maintain budgets.Key...

  • Operations Director

    4 weeks ago


    Wellington, Missouri, United States Bachmann Chemical and Engineering Full time

    About UsBachmann Chemical and Engineering is a leading provider of specialized coatings and equipment for the electronics industry. With a strong commitment to customer partnership, we strive to deliver innovative solutions that help our customers lower costs, improve efficiencies, and increase profitability.Job SummaryWe are seeking a highly skilled and...

  • X-Ray Tech

    3 weeks ago


    Wellington, United States MD Now Full time

    Description This position is incentive eligible. Sign - On Bonus up to $2,500. IntroductionAre you passionate about the patient experience? At HCA Healthcare, we are committed to caring for patients with purpose and integrity. We care like family! Jump-start your career as a X-Ray Tech - Medical Assistant today with MD...

  • X-Ray Tech

    2 weeks ago


    Wellington, United States MD Now Full time

    Description This position is incentive eligible. New Hires may receive UP TO $2,000 Sign-On Bonus! The MD Now Urgent Care Clinic hours are Monday-Sunday 8am-8pm. You must have the flexibility to work during those hours.IntroductionAre you passionate about the patient experience? At HCA Healthcare, we are committed to caring for...

  • X-Ray Tech

    1 week ago


    Wellington, United States MD Now Full time

    Description This position is incentive eligible. New Hires may receive UP TO $3,500 Sign-On Bonus! The MDNow Urgent Care Clinic hours are Monday-Sunday 8am-8pm. You must have the flexibility to work during those hours. IntroductionAre you passionate about the patient experience? At HCA Healthcare, we are committed to caring for...