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Financial Solutions Advisor — SAFE Act Registered
Job in
Ashland, Middlesex County, Massachusetts, 01721, USA
Listed on 2026-08-29
Listing for:
Bank of America
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review goals and recommend products.
The role requires licenses, strong client relationships, and the ability to work in a fast-paced environment.
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