CT Financial Solutions Advisor: Clients’ Wealth
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Location: New Canaan
Bank of America is seeking a financial advisor-style professional to guide clients toward their financial goals, triaging leads and referring to partners based on client needs and asset thresholds.
You will meet with clients to review goals, advise on securities and banking products, and pursue licenses and trainings as required. This role may involve residential mortgage activities under SAFE Act rules.
We are currently recruiting a CT Financial Solutions Advisor:
Grow Clients’ Wealth for our team in New Canaan, CT, United States.
For the CT Financial Solutions Advisor:
Grow Clients’ Wealth position at Bank of America, we are reviewing applications now.
Step into the CT Financial Solutions Advisor:
Grow Clients’ Wealth role at Bank of America in New Canaan, CT, United States and grow with us.
Please review the full job details above before applying.
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