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Client Financial Planner & Solutions Advisor

Job in New Haven, New Haven County, Connecticut, 06540, USA
Listing for: U.S. Bankruptcy Court - District of CT
Full Time position
Listed on 2026-01-28
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Consultant, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Job Description & How to Apply Below
A leading financial institution is seeking a dedicated financial advisor to help clients achieve their financial goals through comprehensive advice and customized solutions. The successful candidate will manage client relationships, triage leads, and recommend suitable banking and investment strategies. This role promotes professional growth with a strong emphasis on obtaining necessary licenses and is ideal for individuals who thrive in fast-paced environments.

Excellent communication skills and a results-driven mindset are keys to success.
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