Client-Focused Financial Solutions Advisor
Job in
Fairfield, Fairfield County, Connecticut, 06828, USA
Listed on 2026-09-02
Listing for:
Bank of America
Full Time
position Listed on 2026-09-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in Fairfield, CT is seeking a client-focused financial advisor to provide comprehensive advice and tailored solutions helping clients meet their financial goals. The role includes triaging leads, referring to partners based on client needs and asset thresholds, and meeting clients to review goals and recommend products.
Licensing and trainings are required; SAFE Act registration applies to mortgage loans.
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