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Strategic Financial Planner & Investment Advisor

Job in Morristown, Morris County, New Jersey, 07960, USA
Listing for: 3M HEALTHCARE
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
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 Morristown, NJ is seeking a Financial Advisor to deliver comprehensive financial guidance and tailored solutions to clients. You will build detailed financial plans, recommend brokerage products, and triage client needs while coordinating with internal partners.

Candidates must hold Series 7 and 66 licenses (63/65 as alternatives) and have at least one year in investments or financial services. This role entails office-based work, a 40-hour week, and benefits eligibility.

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