Strategic Financial Solutions Advisor
Job in
Wilton, Fairfield County, Connecticut, 06897, USA
Listed on 2026-08-29
Listing for:
Bank of America
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a financial professional in Wilton, CT to provide tailored financial advice and planning. You will review client goals, build financial plans, and recommend brokerage and banking products; licenses and required trainings are part of the role.
Adhere to regulatory standards and participate in SAFE Act protocols where applicable. The position emphasizes client relationship management, risk awareness, and referrals to internal partners, with a Monday–Friday schedule and
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