Strategic 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 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.
Our organisation is growing, and we are hiring a Strategic Investment & Financial Planning Advisor in New Canaan, CT, United States.
We invite applications for the Strategic Investment & Financial Planning Advisor position located in New Canaan, CT, United States.
The following opportunity is for a Strategic Investment & Financial Planning Advisor with Bank of America.
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