Strategic Financial Solutions Advisor
Listed on 2026-10-17
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Finance & Banking
Financial Advisor / Consultant, Financial Sales
Bank of America in Waltham, MA is seeking an experienced advisor to provide comprehensive financial guidance and customized solutions. You will triage leads, refer to internal partners, and meet clients to review goals and recommend products, while pursuing required licenses and SAFE Act considerations.
You will build financial plans using brokerage products, propose suitable banking and investment strategies, and identify new client opportunities, all while managing risk and staying
As a Strategic Financial Solutions Advisor, you will play an important part at Bank of America in Waltham, MA, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Waltham, MA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 40.000 - 47.000.
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