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Financial Solutions Advisor — Northern MA; Invest & Plan
Job in
Reading, Middlesex County, Massachusetts, 01814, USA
Listed on 2026-01-03
Listing for:
Bank of America
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales
Job Description & How to Apply Below
A leading financial institution in Reading, MA is seeking a Financial Advisor to provide comprehensive advice and customized solutions to help clients achieve their financial goals. This role involves triaging client leads, conducting meetings to review financial goals, and recommending brokerage products. Candidates must hold Series 7 & 66 licenses and have experience in the investments industry. A commitment to client satisfaction and relationship management is crucial.
Competitive salary structure offered, alongside industry-leading benefits.
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