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Strategic Financial Solutions Advisor

Job in Shelton, Fairfield County, Connecticut, 06484, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-28
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor, Financial Sales, Banking & Finance
Job Description & How to Apply Below
A leading financial institution seeks a dedicated financial advisor to help clients achieve their financial goals through tailored advice. Responsibilities include planning with brokerage products and triaging client requests. Candidates should have a high school diploma, aptitude for licenses, and experience in client relationship management.

This role offers competitive hourly pay, and eligibility for benefits, alongside a strong focus on client service and compliance with regulations such as the SAFE Act.
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