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Financial Consultant Financial Advisor Financial Sales Financial Services

Wealth Planning & Financial Solutions Advisor

Job in Guilford, New Haven County, Connecticut, 06437, USA
Listing for: Bank of America
Full Time position
Listed on 2025-12-09
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales, Financial Services
Job Description & How to Apply Below
A financial services company is seeking a skilled financial advisor to help clients reach their financial objectives through customized solutions. Responsibilities include advising on investments, planning financial strategies, and triaging client requests. The ideal candidate will have relevant licenses, at least one year in the investment sector, and strong interpersonal skills to nurture client relationships.
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