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Financial Solutions Advisor - Create Customized Investment Plans
Job in
Wallingford, New Haven County, Connecticut, 06495, USA
Listed on 2026-08-26
Listing for:
Bank of America
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a financial advisor-type role in Wallingford, CT. You will provide comprehensive advice and customized financial solutions, triage leads, and refer to business partners as needed while meeting regulatory requirements including SAFE Act registration for mortgage-related duties.
You will build client plans, propose suitable banking and investment products, and identify new clients through referrals, maintaining a client-first, compliant approach in a fast-paced
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