Investment & Financial Planning Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America in Danbury, CT is seeking a licensed financial professional to provide comprehensive client advice and customized solutions. You will triage leads, refer to internal partners, review goals, build plans, and recommend brokerage products.
You will pursue licenses and training to stay compliant with SAFE Act requirements for mortgage-related activities, where applicable. The role emphasizes strong client relationships, risk control, and cross‑team collaboration in a fast-paced
This opening is for the Investment & Financial Planning Advisor role at Bank of America.
This posting is for the Investment & Financial Planning Advisor role at Bank of America, based in Danbury, CT, United States.
We are looking to fill the Investment & Financial Planning Advisor position at Bank of America in Danbury, CT, United States.
The Investment & Financial Planning Advisor role at Bank of America is now open for applications in Danbury, CT, United States.
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