Wealth & Investment Advisor
Job in
South Braintree, Braintree, Norfolk County, Massachusetts, 02184, USA
Listed on 2026-07-17
Listing for:
Bank of America
Full Time
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor type role in the South Braintree area to provide comprehensive guidance and customized solutions to clients. The position involves triaging leads, referrals to business partners, and meeting with clients to review goals and build financial plans with brokerage products.
Candidates should hold Series 7 and 66 licenses (or 63/65 with passing score), and have at least one year of investments experience in financial services.
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