Strategic Financial Solutions Advisor
Job in
Concord, Merrimack County, New Hampshire, 03306, USA
Listed on 2026-07-29
Listing for:
Bank of America
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a client-focused financial advisor to provide comprehensive advice and customized solutions to help clients achieve their financial goals. The role includes triaging leads, referring to partners based on client needs and asset thresholds, and meeting with clients to review goals and recommend products.
The position requires pursuing required licenses and trainings, with potential housing for residential mortgage activities subject to SAFE Act requirements.
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