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Strategic Financial Solutions Advisor
Job in
Worcester, Worcester County, Massachusetts, 01609, USA
Listed on 2026-09-05
Listing for:
Bank of America
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Bank of America in Worcester, MA is seeking a client-focused financial advisor to help clients reach their financial goals through brokerage products and personalized planning. The role includes triaging leads, making referrals to partners, and meeting with clients to review goals and risk tolerance.
You will work under SAFE Act rules for mortgage lending when applicable and complete required licenses and trainings.
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