Investment & Financial Planning Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of America in New Jersey seeks a financial professional to provide comprehensive advice and customized solutions, triage client leads, refer to business partners, and meet clients to review financial goals and build plans with brokerage products. Responsibilities include recommending banking and investment strategies, coaching referral partners, and managing client relationships in a fast-paced environment.
Licenses required:
Series 7 and 66 (63/65 in lieu of 66).
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This posting is for the Investment & Financial Planning Advisor role at Bank of America, based in Union, NJ, United States.
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