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Financial Consultant Financial Sales Financial Advisor Financial Services

Client Wealth & Investment Advisor

Job in Somerville, Middlesex County, Massachusetts, 02145, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial institution in Somerville is seeking a financial advisor to provide customized solutions and achieve client financial goals. Responsibilities include building financial plans, recommending products, and triaging client requests. Candidates must hold Series 7 & 66 licenses and have experience in the investments industry. Join us for a supportive work environment with competitive pay and comprehensive benefits.
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