Strategic Financial Solutions Advisor
Job in
Princeton, Mercer County, New Jersey, 08543, USA
Listed on 2026-07-13
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in Princeton, NJ, is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role involves triaging leads, referring to partners, and reviewing goals with clients to build a financial plan using brokerage and banking products.
The ideal candidate holds Series 7 & 66 licenses (or 63/65 as alternatives), with 3+ years in finance or sales, and strong relationship-building skills.
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