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Financial Solutions Advisor – SAFE Act Registered
Job in
Wakefield, Middlesex County, Massachusetts, 01880, USA
Listed on 2026-08-28
Listing for:
Bank of America
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America Wakefield Financial Center is seeking a Financial Solutions Advisor Registration Candidate to provide comprehensive financial guidance and customized solutions to clients, helping them reach their goals. You will triage leads, refer to partners, and meet with clients to review goals and recommend products.
This role requires licenses, SAFE Act compliance, and ongoing training. You will build financial plans, identify new clients, and collaborate across teams in a fast-paced
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