Financial Solutions Advisor: Personal Wealth & Planning
Job in
Englewood, Bergen County, New Jersey, 07631, USA
Listed on 2026-07-27
Listing for:
Bank of America
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a licensed financial advisor in Englewood, NJ, to provide comprehensive advice and personalized solutions. You will triage leads, refer to partners, and help clients reach their financial goals through tailored plans and brokerage products.
Requires active Series 7 & 66 licenses, with 63/65 acceptable if 66 is not held. The role emphasizes regulatory due diligence, building relationships, and delivering client-focused financial guidance.
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