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Wealth & Investment Solutions Advisor

Job in Concord, Middlesex County, Massachusetts, 01742, USA
Listing for: Bank of America
Full Time position
Listed on 2026-08-17
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 90000 - 130000 USD Yearly USD 90000.00 130000.00 YEAR
Job Description & How to Apply Below

Bank of America is seeking a financial professional to provide comprehensive client advice and customized solutions to help clients reach their financial goals. You will triage leads, refer to business partners, meet clients to review goals, build financial plans, and recommend brokerage products.

Licenses (Series 7 and 66 or 63/65) and investment experience are required. This role supports an in-office culture with collaboration, growth, and a focus on responsible growth, with opportunities to

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