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Investment & Financial Planning Advisor

Job in Westport, Fairfield County, Connecticut, 06889, USA
Listing for: Bank of America
Full Time position
Listed on 2026-03-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company in Westport, Connecticut, is seeking an experienced financial advisor to provide customized solutions to clients. The ideal candidate holds Series 7 and 66 licenses and has experience in the investments industry. Key responsibilities include developing financial plans and engaging with clients to achieve their financial goals. This role requires strong communication skills and the ability to manage client relationships effectively.
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