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Wealth & Inheritance Advisor — Client-Focused Financial Solutions

Job in Pennington, Mercer County, New Jersey, 08534, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-05
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 65000 - 85000 USD Yearly USD 65000.00 85000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Pennington is seeking Financial Solutions Advisors to manage client relationships and deliver tailored financial advice. The role requires a Series 7 and 66 or equivalent, along with 1-2+ years of experience in financial advisory. Key responsibilities include enhancing client experiences, managing client issues, and collaborating with business partners to fulfill client needs. The position offers an annual salary between $65,000 and $85,000, with eligible benefits and encouragement for professional growth.
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