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Client-Focused Financial Planning Advisor
Job in
Wallingford, New Haven County, Connecticut, 06495, USA
Listed on 2026-08-23
Listing for:
Bank of America
Full Time
position Listed on 2026-08-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in Wallingford, CT seeks a client-focused financial advisor who guides clients toward goals using stocks, bonds, mutual funds and banking products. You will triage leads, refer to partners, and review plans with clients to tailor recommendations. You will collaborate with specialists to deliver complete, compliant solutions.
Licenses and SAFE Act training are required for mortgage activity. The role emphasizes strong relationship building, regulatory awareness, and delivering
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