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Strategic Financial Planner & Investment Advisor

Job in West Hartford, Hartford County, Connecticut, 06107, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services institution seeks a dedicated advisor to help clients achieve their financial goals through personalized financial planning. Responsibilities include triaging leads, advising clients on investments, and building financial plans. Candidates should hold relevant licenses and have a strong record in a financial service environment, alongside skills in client relations and risk management.
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