Client-Centric Financial Solutions Advisor
Listed on 2026-11-05
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
Bank of America is recruiting an in-house financial advisor to support clients in the Massachusetts area. The role emphasizes delivering tailored financial and investment solutions, triaging client leads, and coordinating with internal partners to meet asset thresholds and goals.
You will build financial plans, recommend banking and investment strategies, and engage new clients while maintaining a focus on risk controls and regulatory requirements.
We invite applications for the Client-Centric Financial Solutions Advisor position located in Newton, MA, United States.
We appreciate your interest in this position.
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This posting is for the Client-Centric Financial Solutions Advisor role at Bank of America, based in Newton, MA, United States.
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