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Client‑Centric Investment & Planning Advisor

Job in Needham, Norfolk County, Massachusetts, 02492, USA
Listing for: Bank of America
Full Time position
Listed on 2025-12-25
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Needham is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients. The role includes building financial plans, recommending brokerage products, and engaging with clients to achieve their financial goals. The ideal candidate will have licensing qualifications, at least one year in the investments industry, and strong communication skills. Competitive annual salary ranges from $70,000 to $80,000, based on experience.
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