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Licensed Financial Solutions Advisor

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Consultant
  • Sales
    Financial Sales
Job Description & How to Apply Below
Position: Licensed Financial Solutions Advisor I
A leading financial institution is seeking a Financial Solutions Advisor Stage I in Boston, MA. This role requires obtaining industry-specific licenses and engaging with clients to provide tailored financial advice. The position offers robust training programs to help new advisors succeed. Responsibilities include building client relationships and managing financial solutions. Candidates should possess strong communication skills and a client-oriented mindset.

A high school diploma is required, with a focus on advisory skills in a structured environment.
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