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Wealth & Investment Planning Advisor

Job in Freehold, Monmouth County, New Jersey, 07728, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below
A major financial institution in Freehold is looking for a dedicated Financial Advisor to help clients achieve their financial goals through tailored financial plans. You will be responsible for triaging client leads, recommending strategies, and maintaining strong relationships. Ideal candidates have strong sales experience and must hold Series 7 and 66 licenses.

This role offers a salary range of $70,000 to $80,000 with opportunities for performance incentives and a comprehensive benefits package.
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