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Strategic Financial Advisor & Planning Specialist

Job in Southbury, New Haven County, Connecticut, 06488, USA
Listing for: Bank of America
Full Time position
Listed on 2026-05-23
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Banking & Finance, Financial Sales
Salary/Wage Range or Industry Benchmark: 65000 - 80000 USD Yearly USD 65000.00 80000.00 YEAR
Job Description & How to Apply Below

Bank of America in Southbury, Connecticut, is seeking an experienced professional to provide financial planning and investment advice to clients. This role involves creating financial plans that include brokerage products, recommending banking and investment strategies, and engaging new clients.

Applicants must hold necessary licenses and have a background in financial services or sales. The position offers a pay range of $65,000 to $80,000 annually and includes participation in an incentive plan and comprehensive benefits.

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