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Financial Solutions Advisor – Client Wealth & Planning
Job in
South Kingstown, Washington County, Rhode Island, 02789, USA
Listed on 2026-08-20
Listing for:
Bank of America
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in Wakefield, RI seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Responsibilities include triaging leads, referring to partners, and reviewing goals to recommend products.
The role requires completing licenses, potential SAFE Act registration for residential mortgage originations, and strong client relationships in a fast-paced environment.
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