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Strategic Investment & Banking Advisor

Job in Trenton, Mercer County, New Jersey, 08628, USA
Listing for: Bank of America
Full Time position
Listed on 2026-07-19
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Advisor / Consultant
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 is seeking a financial advisor-focused professional to help clients reach their financial goals. The role emphasizes triaging client leads, referrals, and building financial plans with brokerage and banking solutions.

Responsibilities include meeting clients, reviewing goals, delivering customized solutions, and maintaining regulatory due diligence. A Series 7/66 license set and sales experience are required; residential mortgage activities may apply.

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