Financial Solutions Advisor: Client Planning & Investment
Listed on 2026-10-12
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Bank of America in Wallingford, CT seeks a financial professional to provide comprehensive advice and brokerage solutions to clients. You will build financial plans, review investment goals, and refer clients to partners to meet needs while adhering to regulatory requirements.
The role requires Series 7 and 66 (or 63/65) licenses, with a focus on client relationships, sales goals, and compliance. A strong in-office culture and competitive benefits are offered.
We have an opening for a Financial Solutions Advisor:
Client Planning & Investment in Wallingford, CT, United States within Finance, Sales.
Learn more about the Financial Solutions Advisor:
Client Planning & Investment role in the description above.
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