Client-Focused Financial Solutions Advisor
Job in
Sharon, Norfolk County, Massachusetts, 02067, USA
Listed on 2026-07-03
Listing for:
Bank of America
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a client-focused role within their Massachusetts locations to provide comprehensive advice and customized solutions to clients. This position includes responsibilities such as meeting clients to review financial goals and triaging client leads.
Qualified candidates will have a strong ability to assess client needs, recommend appropriate financial products, and be disciplined in managing their tasks. This full-time role operates primarily in a client advisory capacity and includes benefits eligibility.
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