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Wealth & Investment Solutions Advisor
Job in
Bedford, Middlesex County, Massachusetts, 01730, USA
Listed on 2026-08-25
Listing for:
Bank of America
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is hiring to provide comprehensive financial guidance and customized solutions to clients, helping them meet financial goals through tailored brokerage and banking products.
The role involves meeting with clients to review goals, building financial plans, and referring to partners as needed, while completing required licenses and trainings. A SAFE Act compliant environment is described with a strong emphasis on in-office collaboration and flexibility.
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