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Client-Centric Financial Solutions Advisor

Job in New Canaan, Connecticut, 06840, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 70000 USD Yearly USD 60000.00 70000.00 YEAR
Job Description & How to Apply Below
Location: New Canaan

Bank of America is hiring in New Canaan, CT for a role focused on providing comprehensive financial guidance and tailored solutions to clients. You will triage client leads, refer to internal experts, and meet with clients to review goals and recommend products.

Licensing, ongoing training, and SAFE Act compliance are required components of the role. The position emphasizes building trusted relationships, delivering sound investment and banking strategies, and expanding the client base through

Join us at Bank of America as our next Client-Centric Financial Solutions Advisor in New Canaan, CT, United States.

This role is for the Client-Centric Financial Solutions Advisor role at Bank of America.

We are seeking a motivated Client-Centric Financial Solutions Advisor to join Bank of America in New Canaan, CT, United States.

Consider building your career as a Client-Centric Financial Solutions Advisor at Bank of America.

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