Wealth Planning & Investment Advisor

Bank of America in Montclair, NJ is seeking a client-focused financial professional to provide comprehensive advice and customized solutions. You will triage leads, refer to partners, and review goals while building tailored financial plans and recommending brokerage products. The role requires Series 7 and 66 licenses, with at least 1 year in investments and sales. Strong relationship skills and regulatory diligence are essential. #J-18808-Ljbffr