Strategic Wealth & Financial Solutions Advisor
Job in
Greenwich, Fairfield County, Connecticut, 06831, USA
Listed on 2026-08-06
Listing for:
Bank of America
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Job Description & How to Apply Below
Bank of America seeks a client-focused financial professional to provide tailored advice and brokerage solutions. The role involves meeting with clients, creating financial plans, and recommending banking and investment products.
Applicants should possess Series 7 & 66 licenses (or 63/65 with completion of 66 within 60 days) and several years in financial services. The position emphasizes relationship building, regulatory due diligence, and a proactive, self-starting approach to meet ambitious
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