Financial Solutions Advisor - Create Customized Investment Plans
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
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
Join us at Bank of America as our next Financial Solutions Advisor
- Create Customized Investment Plans in Wallingford, CT, United States.
Are you ready to take on the Financial Solutions Advisor
- Create Customized Investment Plans role at Bank of America?
We would love to welcome a new Financial Solutions Advisor
- Create Customized Investment Plans to our organisation in Wallingford, CT, United States.
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