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Investment Solutions Advisor – Northern MA

Job in Woburn, Middlesex County, Massachusetts, 01813, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Financial Sales
Job Description & How to Apply Below
A leading financial institution in Woburn, Massachusetts seeks a Financial Advisor to assist clients in achieving financial goals through tailored advice and strategies. Responsibilities include triaging client leads, recommending investment products, and maintaining compliance with regulations. Ideal candidates will possess Series 7 & 66 licenses, have experience in the investments industry, and be skilled in client relationship management. The role also emphasizes the importance of teamwork and collaboration in a diverse work environment.
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