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Financial Solutions Advisor (SAFE Act Registered
Job in
Beverly, Essex County, Massachusetts, 01915, USA
Listed on 2026-08-11
Listing for:
Bank of America
Full Time
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America in Beverly, MA is hiring for a role focused on delivering tailored financial solutions to clients. You will triage leads, refer to internal partners, and meet with clients to review goals and recommend products.
You will apply licenses and training to provide comprehensive guidance, with potential involvement in residential mortgage loans under SAFE Act requirements. The role emphasizes building relationships, advising on investments, and managing risk in a fast-paced environment
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