Client-Centric Financial Solutions Advisor
Job in
Newton, Middlesex County, Massachusetts, 02165, USA
Listed on 2026-07-07
Listing for:
Bank of America
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America in Newton is seeking a Financial Advisor to provide comprehensive financial advice tailored to clients' needs. The role involves triaging leads, recommending appropriate financial products, and ensuring compliance with regulatory requirements, such as SAFE Act registration.
Ideal candidates will have a high school diploma, aptitude for obtaining financial licenses, and strong client relationship skills. The position offers competitive compensation and benefits to support employee well-being.
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