Strategic Wealth & Investment Advisor
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Bank of America in Avon, CT, seeks an experienced financial professional to deliver comprehensive advice and customized solutions, including planning, investments, and banking products. You will triage client leads, refer to partners based on asset thresholds, and meet with clients to review goals and build financial plans.
The role requires current Series 7/66 licenses, strong relationship skills, and the ability to work a Monday–Friday schedule with rotating Saturdays.
The Strategic Wealth & Investment Advisor role at Bank of America is now open for applications in Avon, CT, United States.
Are you ready to take on the Strategic Wealth & Investment Advisor role at Bank of America?
We would love to welcome a new Strategic Wealth & Investment Advisor to our group in Avon, CT, United States.
For the Strategic Wealth & Investment Advisor position at Bank of America, we are reviewing applications now.
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