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Strategic Investment & Financial Planning Advisor
Job in
New Canaan, Connecticut, 06840, USA
Listed on 2026-07-03
Listing for:
Bank of America
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in New Canaan is seeking a motivated individual to provide comprehensive financial advice and solutions. In this role, you'll work with clients to create financial plans and recommend banking and investment strategies aligned with their goals.
The ideal candidate will have Series 7 & 66 licenses and at least one year of experience in the investment industry. This position offers a salary range of $65,000 – $80,000 along with competitive benefits.
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