Personal Financial Solutions Advisor
Listed on 2026-10-20
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Bank of America in the United States seeks a client-focused financial professional to provide comprehensive advice and customized solutions to help clients reach their financial goals. Responsibilities include triaging leads, referring to partners based on needs and asset levels, and meeting with clients to review goals and recommend products.
This role requires completing licenses and trainings, may involve residential mortgage loan activities under SAFE Act registration, and includes
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Step into the Personal Financial Solutions Advisor role at Bank of America in Fairfield, CT, United States and grow with us.
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