Client-Focused Financial Solutions Advisor
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America in Massachusetts seeks a client-focused financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. This role involves triaging client leads, making referrals to business partners, and reviewing goals to recommend suitable products.
Responsibilities include building financial plans with brokerage products, recommending investment strategies, and expanding knowledge through required licenses and trainings.
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