Wealth & Financial Solutions Advisor
Listed on 2026-11-04
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Bank of America in Waltham, MA is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to help clients reach their financial goals. You will triage leads, refer to partners, and meet with clients to review goals and recommend products.
The role requires licenses and strong relationship skills, with SAF E Act training to follow. The position involves identifying new clients, managing multiple tasks in a fast-paced environment, and adhering to
The Wealth & Financial Solutions Advisor position in the Finance, Sales field is open for applications.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth & Financial Solutions Advisor role in the description above.
We appreciate your interest in this position.
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