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Wealth Planning & Investment Advisor

Job in Montclair, Essex County, New Jersey, 07043, USA
Listing for: Bank of America
Full Time position
Listed on 2026-07-27
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below

Bank of America in Montclair, NJ is seeking a client-focused financial professional to provide comprehensive advice and customized solutions. You will triage leads, refer to partners, and review goals while building tailored financial plans and recommending brokerage products.

The role requires Series 7 and 66 licenses, with at least 1 year in investments and sales. Strong relationship skills and regulatory diligence are essential.

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