Investment & Financial Planning Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of America in Avon, CT is seeking a financial advisor to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, referrals to business partners, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
The role requires required licenses and ongoing training, with SAFE Act registration requirements.
We are seeking a motivated Investment & Financial Planning Advisor to join Bank of America in Avon, CT, United States.
The Investment & Financial Planning Advisor role at Bank of America is now open for applications in Avon, CT, United States.
Join us at Bank of America as our next Investment & Financial Planning Advisor in Avon, CT, United States.
We are currently recruiting a Investment & Financial Planning Advisor for our team in Avon, CT, United States.
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