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Financial Consultant Financial Sales Financial Services Financial Advisor

Client-Focused Financial Planner & Investments

Job in Wellesley, Norfolk County, Massachusetts, 02482, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales, Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 65000 - 80000 USD Yearly USD 65000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a qualified professional to provide comprehensive financial advice to clients, helping them achieve their financial goals through customized solutions. Responsibilities include triaging client leads, building financial plans, and recommending products. Applicants must hold relevant licenses, have experience in the investment and financial service industries, and demonstrate strong relationship-building skills. The position offers a salary range of $65,000 – $80,000 annually and promotes a supportive work environment.
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