Financial Planning & Investment Advisor
Job in
Point Pleasant, Ocean County, New Jersey, USA
Listed on 2026-08-30
Listing for:
Bank of America
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in Point Pleasant, NJ is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role covers building financial plans, reviewing investment goals, and recommending brokerage products such as stocks, bonds, mutual funds, and banking solutions.
The position involves triaging client leads, referring to business partners based on client needs and asset thresholds, and meeting regulatory
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