Strategic Financial Planning and Investment Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Bank of America is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to business partners, and meet with clients to review goals and build financial plans using brokerage products.
RESPONSIBILITIES include planning and recommending strategies, triaging requests, managing risk, and expanding client relationships within a team-focused, in-office environment.
We are currently recruiting a Strategic Financial Planning and Investment Advisor for our team in Avon, CT, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 70.000 - 80.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Strategic Financial Planning and Investment Advisor role in the description above.
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