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Client-Focused Financial Planning & Investments Advisor
Job in
North Haven, New Haven County, Connecticut, 06473, USA
Listed on 2026-06-17
Listing for:
Bank of America
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Banking & Finance
Job Description & How to Apply Below
Bank of America in North Haven, CT is seeking a professional to provide personalized financial solutions for clients. The role involves developing financial plans, recommending banking strategies, and ensuring compliance with SAFE Act registration for mortgage loans.
The ideal candidate will possess strong communication skills and the ability to manage multiple tasks effectively. A High School Diploma or equivalent is required, and prior financial services experience is preferred. Industry-leading benefits and competitive hourly pay are offered.
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