Financial Solutions Advisor | Wealth Planning & Investments
Listed on 2026-10-14
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America is seeking a licensed financial advisor to deliver comprehensive guidance and customized solutions that help clients reach their financial goals. You will triage leads, refer to business partners, and meet with clients to review goals, build a financial plan, and recommend brokerage products.
Additionally, you will pursue required licenses and trainings, and may handle residential mortgage loan originations under SAFE Act registration.
We are seeking a motivated Financial Solutions Advisor | Wealth Planning & Investments to join Bank of America in East Windsor Township, NJ, United States.
The Financial Solutions Advisor | Wealth Planning & Investments position in the Finance, Sales field is open for applications.
We have an opening for a Financial Solutions Advisor | Wealth Planning & Investments in East Windsor Township, NJ, United States within Finance, Sales.
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