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Client-Focused Financial Solutions Advisor
Job in
Danbury, Fairfield County, Connecticut, 06813, USA
Listed on 2026-08-02
Listing for:
Bank of America
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a financial advisor to provide comprehensive financial guidance and tailored solutions to clients, helping them reach their monetary goals through brokerage, banking, and advisory products.
The role includes triaging leads, referring to partners, and meeting with clients to review goals and present suitable investments, all while maintaining regulatory compliance and ongoing client service.
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