Client-Focused Financial Solutions Advisor
Job in
Concord, Middlesex County, Massachusetts, 01742, USA
Listed on 2026-07-27
Listing for:
Bank of America
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
Job Description & How to Apply Below
Bank of America in Concord, MA is seeking a client-focused financial advisor associate who guides clients toward financial goals using brokerage and banking products, including stocks, bonds, and mutual funds. You will triage needs, make referrals to internal partners, and build lasting client relationships while upholding regulatory standards.
The role emphasizes risk controls, effective communication, and a proactive approach to wealth management in a fast-paced environment.
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