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

Investment & Financial Planning Advisor

$70k - $80k

Bank of America ATM

Bank of America is seeking a Financial Advisor in Succasunna, NJ to provide customized solutions for clients. Responsibilities include building financial plans, triaging leads, and recommending banking and investment strategies. Candidates must hold Series 7 and 66 licenses, have at least a year of experience in the investments industry, and possess strong communication skills. The position offers an annual salary between $70,000–$80,000 along with comprehensive benefits. #J-18808-Ljbffr Bank of America

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investment & Financial Planning Advisor in Succasunna, NJ vacancy
  • $70k - $80k

    Bank of America is seeking a Financial Advisor in Denville, New Jersey. The role involves providing tailored financial advice, managing client...  ...66 licenses and have at least one year of experience in the investment industry. The position offers a competitive salary ranging... 
    Suggested

    Bank of America

    Denville, NJ
    4 days ago
  • Parsippany, NJ Are you a Series 7 Registered Financial Advisor? Are you trying to build a successful...  ...you at no cost Work for a successful investment firm dedicated to performance,...  ...Full medical and dental benefits 401(k) plan with company match #J-18808-Ljbffr Hennion... 
    Suggested
    Immediate start
    Weekend work

    Hennion-&-Walsh,-Inc.-

    Parsippany, NJ
    2 days ago
  • A leading financial services firm in Parsippany-Troy Hills, NJ, is seeking motivated Financial Advisors to join their dynamic team. Candidates must...  ...them achieve their investment goals while receiving competitive...  ...coverage and a 401(k) plan. #J-18808-Ljbffr Hennion &... 
    Suggested

    Hennion & Walsh

    Parsippany, NJ
    3 days ago
  • $60k - $120k

    A financial services firm is seeking an Entry-Level Financial Advisor to provide financial planning, investment advisory support, and retirement planning. This position involves client acquisition, maintaining CRM records, and ensuring compliance. Candidates should have... 
    Suggested
    Remote job
    Traineeship

    Wisepath Financial Group

    Bernardsville, NJ
    10 hours ago
  • Position Overview Financial Advisor - PNC Wealth Management. Location: Rockaway Town Square, NJ. Job Description Consults on investment and insurance strategies, and develops financial plans for clients. Grows and retains an investment and insurance book of business.... 
    Suggested
    Temporary work
    Work experience placement

    PNC

    Rockaway, NJ
    2 days ago
  • $90k - $250k

    FINANCIAL ADVISOR - WEALTH MANAGEMENT ADVISOR | INVESTMENT ADVISOR REPRESENTATIVE | RETIREMENT PLANNING SPECIALIST LOCATION: Remote / Hybrid, United States JOB TYPE: Full-Time SALARY: $90,000 - $250,000 per year (W-2; Commission-Based; Residual Income; Production-Based... 
    Full time
    Remote work
    Flexible hours

    Wisepath Financial Group

    Parsippany, NJ
    5 days ago
  • $30k - $61k

     ...People often ask us what an Investment Associate at Hennion & Walsh...  ...experience a comprehensive 18‑month financial services career development...  ...to be a licensed financial advisor. Once you have passed the...  ...medical and dental benefits 401(k) plan with company match The base... 
    Traineeship
    Immediate start

    Hennion & Walsh

    Parsippany, NJ
    2 days ago
  • $50k - $70k

     ...This role involves providing high-quality client service to financial advisors, requiring Series 7 and 63 licenses. Candidates should possess...  ...benefits including full medical and dental coverage and a 401(k) plan with a company match. This role necessitates in-person... 

    Hennion & Walsh

    Parsippany, NJ
    4 days ago
  • $75k

    PNC is seeking a Financial Advisor for PNC Wealth Management located in Rockaway, NJ. The role focuses on consulting clients regarding investment and insurance strategies, enhancing client relationships, and driving business growth. The ideal candidate will have a Bachelor... 

    PNC

    Rockaway, NJ
    2 days ago
  • $24 - $26.27 per hour

     ...conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet...  ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound... 
    Hourly pay
    Full time
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Hackettstown, NJ
    1 day ago
  •  ...latest banking solutions and cutting-edge financial technology combined with friendly and...  ...200 years and today we are a leader in investment banking, consumer and small business banking...  ...wellness centers, a retirement savings plan, backup childcare, tuition reimbursement... 
    Immediate start
    Afternoon shift

    JPMorgan Chase

    Hackettstown, NJ
    3 days ago
  • JPMorganChase in Parsippany-Troy Hills, NJ, seeks a Financial Advisor to deliver personalized investment solutions and cultivate client relationships. Candidates must have at least 2 years in a financial advisory role and possess a valid Series 7 and Series 66 licenses... 

    JPMorganChase

    Parsippany, NJ
    10 hours ago
  • $104k - $130k

     ...essential role in delivering the finance planning, reporting, discipline & compliance for...  ...Planning, Analysis & Business Partnering Lead financial planning, forecasting, and monthly...  ...in pricing strategies, promotional investment controls, and ROI tracking. Drive planning... 
    Temporary work
    Local area

    Vestacy

    Parsippany, NJ
    4 days ago
  • $46.8k - $74.75k

     ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners...  ...PNC match, pension and stock purchase plans; dependent care reimbursement account;...  ...-based customer service and community investments. Our inclusive workplace allows our... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Mountain Lakes, NJ
    1 day ago
  • $29 - $34 per hour

     ...Cetera Holdings, is seeking a Financial Support Associate I who will...  ...and reports. The Financial Planning Support Associate will...  ...country through trusted financial advisors and financial institutions....  ...provider of retail services to the investment programs of banks and credit... 
    Full time
    Work at office
    Flexible hours

    Cetera

    Parsippany, NJ
    3 hours ago
  • $60k - $120k

    A financial services firm is seeking an Entry-Level Financial Advisor to assist with financial planning and client relationship management. This role allows remote or hybrid work options and comes with a salary range of $60,000 - $120,000, driven by performance-based commission... 
    Remote job
    Traineeship

    Wisepath Financial Group

    Parsippany, NJ
    1 day ago
  • Hennion & Walsh, Inc. is seeking motivated Financial Advisors in Parsippany, NJ to build relationships with clients and help them achieve their financial goals. Ideal candidates will hold Series 7 and Series 63 licenses and thrive in a fast-paced environment. Our firm... 

    Hennion-&-Walsh,-Inc.-

    Parsippany, NJ
    2 days ago
  •  ...gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e.,... 

    Valley National Bancorp

    Dover, Morris County, NJ
    2 days ago
  • $45k - $55k

     ...Job Description Job Description Financial Aid Advisor About Saint Elizabeth University: Saint Elizabeth University (SEU), located...  ...financial aid application process, aid availability, and financial planning while working in a team environment to accomplish the... 
    Full time
    Part time
    Work experience placement
    Summer work
    Work at office
    Local area
    Flexible hours
    Afternoon shift

    Saint Elizabeth University

    Morristown, NJ
    a month ago
  •  ...America, we are guided by a common purpose to help make financial lives better through the power of every connection....  ...thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Morristown, NJ
    19 days ago
  • $200k

     ...Description Company: Simon Quick Advisors Position: Financial Advisor Location: Morristown, NJ...  ...RIA that offers holistic financial planning solutions for affluent families, business...  ...client’s unique goals, integrating investment management, tax efficiency, and... 
    Work at office
    Local area

    Simon Quick Advisors

    Morristown, NJ
    10 days ago
  •  ...seeking a motivated and knowledgeable Financial Services Advisor to join our team. In this role, you...  ...independently guide them through the planning process with the end-goal being to obtain...  ...Prepare financial documents, such as investment reports, retirement income plans, tax... 

    RGA

    Parsippany, NJ
    19 days ago
  •  ...outstanding customer service and support for various banking products. You will engage customers and assist them in analyzing their financial needs while promoting suitable bank services. The ideal candidate possesses a strong knowledge of bank products, can operate... 

    Valley National Bank

    Dover, Morris County, NJ
    2 days ago
  • A leading financial institution is looking for a Banking Service Professional in Succasunna, NJ to provide exceptional customer service and support sales activities. This entry-level position requires strong communication and analytical skills, along with a willingness... 

    Valley Bank

    Succasunna, NJ
    4 days ago
  •  ...include educating clients about various banking products, ensuring compliance with operational procedures, and analyzing customer financial needs. The role offers opportunities to engage in community events and promote a strong banking relationship. The ideal candidate... 

    Valley Bank

    Dover, Morris County, NJ
    10 hours ago
  • At Valley Bank, we believe in people’s growth potential. We invest in, protect and focus it. For nearly 100 years, we’ve been the Bank...  ...products and services. Meet with customers to analyze financial needs and maximize sales opportunities; open new accounts, discuss... 
    Full time
    Work at office

    Valley Bank

    Succasunna, NJ
    4 days ago
  •  ...Job Title: SAP ERP Financial Accounting (FI) Consultant Location: Parsippany, NJ (Onsite) Contract Job Description We are seeking an experienced SAP ERP Financial Accounting (FI) Consultant to support and enhance SAP FI processes across financial operations... 
    Contract work

    AceStack LLC

    Parsippany, NJ
    1 day ago
  • $50 - $60 per hour

     ...expertise to help shape how AI understands financial principles and decision-making. We’re...  ...backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part... 
    Hourly pay
    Contract work
    Work experience placement
    Remote work
    Flexible hours

    Data Annotation

    Dover, Morris County, NJ
    more than 2 months ago
  • $110k - $130k

     ...Transaction Advisory Senior Consultant- Financial Due Diligence Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results... 
    Work experience placement
    Work at office
    Local area

    Withum

    Whippany, NJ
    1 day ago
  • BriteLife Recovery is hiring a Financial Counselor for its Hanover, PA location. The role involves assisting clients with the financial aspects of their treatment, including explaining insurance coverage and setting up financial agreements. Ideal candidates have 2+ years... 

    BriteLife Recovery

    Morristown, NJ
    2 days ago

Do you want to receive more vacancies?

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