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Financial Solutions Advisor: Client Planning & Investments
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-27
Listing for:
Bank of America
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Bank of America in Boston, MA is seeking a financial advisor to deliver comprehensive guidance and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to internal partners, and meet with clients to review goals and recommend products.
This role requires obtaining required licenses and building strong client relationships in a fast-paced environment. Prior financial services or sales experience is preferred; bilingual Spanish is a plus; the
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