Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment & Financial Planning Advisor

Bank of America

Bank of America in Woodbridge Township, NJ is seeking a financial advisor to help clients achieve their financial goals through tailored investment strategies. The ideal candidate should have at least one year of experience in the investments and financial services industry, possess relevant licenses, and demonstrate excellent communication and relationship-building skills. Join a company that values personal growth and offers a supportive work environment. #J-18808-Ljbffr Bank of America

Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Investment & Financial Planning Advisor in Woodbridge, NJ vacancy
  • Bank of America is seeking a Financial Advisor in Rahway, NJ. This role involves guiding clients to achieve their financial goals through customized...  ..., recommending banking strategies, and building financial plans. Qualifications required include Series 7 & 66 licenses,... 
    Suggested

    Bank of America

    Rahway, NJ
    1 day ago
  • $70k - $80k

    Bank of America in Linden, NJ is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients to help them...  ..., making referrals based on needs, and building financial plans. Required qualifications include Series 7 & 66 licenses and at... 
    Suggested

    Bank of America

    Linden, NJ
    9 hours ago
  • $70k - $80k

    Bank of America in Clark, NJ, is seeking a dedicated financial advisor to help clients achieve their financial goals. Responsibilities include developing financial plans, managing client relationships, and guiding clients in financial product selections. Candidates should... 
    Suggested

    Bank of America

    Clark, NJ
    10 hours ago
  •  ...Company Description Barnum Financial Group is a financial planning and consulting firm located in Iselin...  ...Our team provides a full range of investment and risk management products and services...  ...-time on-site role for a Financial Advisor at Barnum Financial Group in Iselin... 
    Suggested
    Full time

    Barnum Financial Group Tri State

    Iselin, NJ
    3 days ago
  • Barnum Financial Group Tri State is seeking a full-time Financial Advisor based in Iselin, NJ. You will provide strategic financial planning, assist clients with retirement planning, and develop risk management strategies. The ideal candidate will have strong analytical... 
    Suggested
    Full time

    Barnum Financial Group Tri State

    Woodbridge, NJ
    1 day ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...Responsibilities Works with clients to plan their short and long-term financial goals...  ...managed solutions Recommends banking and investments strategies that align with client... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Woodbridge, NJ
    8 hours ago
  • Financial Advisor - Central Jersey page is loaded## Financial Advisor - Central Jerseylocations...  ...at the center of saving and investing. Here, you’ll make an impact in the lives...  ...recurring revenue streams, and dedicated planning fees for those who qualify.* Medical,... 
    Local area

    Thrivent Financial

    Edison, NJ
    9 hours ago
  • $65k - $95k

    A leading financial services firm in Newark, NJ seeks a motivated Insurance Agent to design tailored financial plans for clients. This role offers a chance to help individuals achieve their financial goals with comprehensive training and support from a Fortune 100 company... 

    New York Life Insurance Company

    Newark, NJ
    4 days ago
  • JPMorgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients in Edison, New Jersey. You will leverage...  ...diverse range of clients and deliver personalized investment solutions. The ideal candidate possesses at least 2... 

    JPMorganChase

    Edison, NJ
    1 day ago
  • $60.93k - $125k

     ...team! Mid Penn Bank is actively seeking a Financial Advisor to serve our clients and prospects in...  ...in order to build a financial plan. This individual enhances customer relationships...  ...goals through the sales of non-deposit investment and insurance products while strictly... 
    Full time
    Temporary work
    Work experience placement
    Work visa
    Flexible hours

    Mid Penn Bank - Millersburg Branch

    New Brunswick, NJ
    1 day ago
  •  ...Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of...  ...Bank in Sayreville, NJ would allow you to join the Investment Program at Flagstar Bank as a Financial Advisor associated with LPL Financial. Under this model... 
    Local area

    LPL Financial

    Sayreville, NJ
    8 hours ago
  • $70k - $80k

    Job Summary This role provides comprehensive financial advice and customized solutions to clients to help them achieve...  ...thresholds, meet with clients to review financial and investment goals, build a financial plan, and recommend brokerage products. The position requires... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Scotch Plains, NJ
    2 days ago
  • $60k - $120k

    LPL Financial is seeking a Financial Advisor to join the Investment Program at Flagstar Bank in Sayreville, NJ. This position will enable you to service an existing book of business and leverage the bank's client base for new client acquisition. The ideal candidate should... 

    LPL Financial

    Sayreville, NJ
    9 hours ago
  • $15 per hour

     ...the next level at Prudential Advisors! Change your life by helping...  ...opportunity will work within a team of Financial Advisors whose goal is to...  ...to build robust financial plans Helping clients prepare for...  ...retirement Preparing and reviewing investment portfolio recommendations... 
    Minimum wage
    Full time
    Contract work
    Part time

    Prudential Financial

    Newark, NJ
    18 hours ago
  • Citizens Wealth Advisory group seeks a dedicated advisor to grow a branch-based wealth practice, delivering personalized financial plans and investment strategies. You will work with internal partners to understand client goals and provide comprehensive solutions that... 

    Citizens

    Edison, NJ
    2 days ago
  • $70k - $80k

    Bank of America is seeking a Financial Advisor to provide customized financial solutions to clients in Scotch Plains, NJ. The role involves building financial plans, recommending investment strategies, and triaging client requests based on their needs. Qualified candidates... 

    Bank of America

    Scotch Plains, NJ
    1 day ago
  •  ...seeking a Finance Associate who brings together strong financial expertise with advanced technological skills. The...  ...portfolios. Support cash flow management and scenario planning for business growth and investment. Uphold strong internal controls and ensure financial... 
    Work at office

    Azend Pharma

    Edison, NJ
    18 hours ago
  • Make an impact providing expert financial advice with heart. Thrivent...  ...at the center of saving and investing. Here, you’ll make an impact...  ...complete Thrivent’s comprehensive advisor onboarding program. After...  ...revenue streams, and dedicated planning fees for those who qualify.... 

    Thrivent

    Newark, NJ
    1 day ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor to join their team in Edison, New Jersey. The role involves offering comprehensive financial planning and personalized investment solutions to a diverse range of clients. Applicants should possess strong financial... 

    JPMorgan Chase & Co.

    Edison, NJ
    3 days ago
  • $125k - $175k

     ...Business Development Financial Advisor CAPTRUST is seeking a Business Development Financial...  ...Minimum of 5 years of experience as an Investment Advisor Representative (IAR), holding or...  ..., and vision coverage, employer 401(k) plan and company match, health savings accounts... 
    Temporary work
    Work at office
    Local area
    Immediate start
    Flexible hours

    CAPTRUST

    Newark, NJ
    8 hours ago
  •  ...to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi...  ...provide unique financial plans and investment management services to over 80,000 households...  ...NJ office is looking for a Financial Advisor to help clients achieve their... 
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement Group

    Summit, NJ
    3 days ago
  • $92.82k - $109.2k

     ...and businesses we serve to make better and smarter financial decisions and enabling the communities we support...  ..., administration and investor servicing to investment companies and advisers. Serves as trusted advisor to clients by continually assessing changing business... 
    Full time
    Work at office
    Local area
    3 days per week

    US Bank

    Edison, NJ
    3 days ago
  •  ...appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank...  ...Williamsburg Branch Bridgewater, NJ $39,520.00-$52,800.00 2 weeks ago Investment Banking - Corporate Advisory, Ratings Advisory - Associate... 
    Part time

    Valley Bank

    Woodbridge, NJ
    8 hours ago
  • $65k - $80k

     ...Description Job Description Position Title: Financial Planning Consultant Reports to: Sr. Vice...  ...with a primary focus on creating Investment Proposals and conducting investment...  ...portfolio analysis for affiliated Financial Advisors using our proprietary technology... 
    Full time
    Work at office
    Flexible hours

    Simplicity Group Holdings

    Summit, NJ
    7 days ago
  • $75k

     ...Financial Analyst, FP&A Westfield, NJ Apple Montessori Schools is seeking a highly analytical...  ...and maintaining the 5-year financial plan aligned with strategic objectives and PE...  ...scenario and sensitivity analyses to support investment, pricing, and capacity decisions Support... 
    Temporary work
    Remote work
    Flexible hours

    Apple Montessori Schools

    Westfield, NJ
    4 days ago
  • Santander Consumer USA Inc. is seeking a Relationship Banker to serve as a trusted advisor to customers, focusing on banking, lending and investment needs while delivering outstanding service. You will build durable relationships, cross-sell products, educate customers... 

    Santander Consumer USA Inc.

    Perth Amboy, NJ
    1 day ago
  •  ...Lynas Rare Earths is seeking an experienced Financial Analyst to support business decision-...  ..., forecasts, and long-term financial plans. Develop financial models and cost-benefit...  ...analyses to support business cases and investment decisions. Monitor operational costs, identify... 
    Full time
    Monday to Friday

    Lynas Rare Earths Ltd

    Perth Amboy, NJ
    1 day ago
  • $18.25 per hour

     ...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly...  ...offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Overview At Community Financial... 
    Bank staff
    Work at office
    Local area
    Flexible hours
    Night shift

    Community Bank NA

    Westfield, NJ
    18 hours ago
  •  ...conversations with clients to gain in‑depth knowledge of their financial and life priorities and connecting them to solutions that meet...  ...by partnering with experts in small business, lending, and investments Managing financial center traffic, appointments, and outbound... 
    Weekend work

    Jobtailor

    North Plainfield, NJ
    3 days ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...experts in small business, lending, and investments + Manages financial center traffic, appointments...  ...this communication and the official plan documents, the plan documents will... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Old Bridge, NJ
    18 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment & Financial Planning Advisor. Be the first to apply!