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Strategic Financial Planning & Advisory Specialist
Job in
Wilton, Fairfield County, Connecticut, 06897, USA
Listed on 2026-08-12
Listing for:
Bank of America
Full Time
position Listed on 2026-08-12
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in Wilton, CT seeks a licensed Financial Advisor to provide tailored financial guidance, triage client needs, and build comprehensive plans using brokerage products. This role emphasizes meeting regulatory requirements, cultivating client relationships, and collaborating with partners to deliver integrated financial solutions.
The successful candidate will hold Series 7 and 66 (or 63/65 in lieu) licenses, have 1+ year in investments and financial services, and be capable of
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