Strategic Wealth & Investment Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America in Boston seeks an experienced financial advisor to help clients achieve their financial goals by building tailored financial plans using brokerage products and banking solutions. You will triage client needs, refer to business partners based on client needs and assets, and meet with clients to review goals and adjust plans.
The role requires licensing (Series 7/66 or equivalents), prior investments experience, and a proven sales track record, with the ability to work in a
We have an opening for a Strategic Wealth & Investment Advisor in Boston, MA, United States within Finance, Sales.
The Strategic Wealth & Investment Advisor role at Bank of America is now open for applications in Boston, MA, United States.
Join us at Bank of America as our next Strategic Wealth & Investment Advisor in Boston, MA, United States.
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