Strategic Financial Solutions Advisor
Job in
North Attleborough, Bristol County, Massachusetts, USA
Listed on 2026-08-15
Listing for:
Bank of America
Full Time
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a financial professional to deliver comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review goals and recommend products.
The role requires licensing and training completion, may involve residential mortgage loan activities under SAFE Act requirements, and emphasizes building long-term client relationships and
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