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Financial Solutions Advisor: Client Wealth Strategy
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-18
Listing for:
Bank of America
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Bank of America in the United States seeks a Financial Advisor to provide comprehensive financial advice, build customized plans, and help clients reach their goals by combining brokerage products and banking solutions.
The role includes triaging client leads, referring to internal partners based on client needs and asset thresholds, and meeting with clients to review investment goals. Candidates should have FINRA SIE certification, a bachelor's degree, and client-relationship experience.
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