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

Brokerage & Financial Planning Advisor

Bank of America ATM

United States Digital Space LLC is hiring an Investment Advisor to help clients achieve financial goals through customized plans and brokerage products. You will meet with clients, review goals, and refer to internal experts as needed. The role requires Series 7 & 66 (or 63/65 with contingency), at least 1 year in investments or financial services, and a strong focus on relationship-building, communication, and regulatory due diligence in a fast-paced office setting in New Jersey. #J-18808-Ljbffr Bank of America

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Brokerage & Financial Planning Advisor in Englewood Cliffs, NJ vacancy
  • $65k - $80k

    Bank of America is seeking a Financial Advisor in Englewood, NJ. This position involves providing tailored advice to clients regarding financial...  ...include triaging client leads and recommending brokerage products. A Series 7 & 66 license is required, along with experience... 
    Suggested

    Bank of America

    Englewood, NJ
    4 days ago
  • A leading financial services firm in New Jersey seeks a dedicated Financial Consultant to develop personalized financial strategies for...  ...conduct financial analyses, assist clients with investment planning, and ensure they achieve their financial goals. Join a company... 
    Suggested

    WealthBridge Financial Group

    Alpine, NJ
    2 days ago
  • $65k - $80k

     ...America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible...  ...financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and... 
    Suggested
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Englewood, NJ
    4 days ago
  •  ...Financial Solutions Advisor - Greater Queens NY Market Flushing, New York;Jamaica, New York; Forest Hills, New York; Flushing, New...  ...and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Flushing, NY
    5 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern...  ...achieve their goals through financial planning. On your path to becoming a financial...  ...Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Jersey City, NJ
    4 days ago
  •  ...Prudential Advisors is looking for an Experienced Financial Advisor in the Elmira-Corning market area who is interested...  ...to create customized financial plans using industry-leading financial and...  ..., separately managed accounts, brokerage CDs, structured notes, alternative... 
    Worldwide

    Jobrapido

    Jersey City, NJ
    22 hours ago
  • WealthBridge Financial Group is looking for a dedicated Financial Professional in Hoboken, New Jersey. The role involves developing personalized financial plans, conducting financial analyses, and guiding clients towards their financial goals. Ideally, candidates should... 

    WealthBridge Financial Group

    Hoboken, NJ
    4 days ago
  • $80k - $90k

     ...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment...  ...in goals-based wealth management, including planning for retirement, education, legacy, and other life goals... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Fort Lee, NJ
    3 days ago
  • Ion Bank in Leonia, NJ seeks a friendly Teller to provide accurate, efficient service to customers at the branch. You will handle daily transactions, balance cash drawer, and cross-sell bank products while upholding service standards. The position requires a high school...

    Ion Bank

    Leonia, NJ
    2 hours ago
  •  ...Turn data into insights and grow your impact. We are seeking a Senior FP&A Analyst to support financial planning, forecasting, reporting, and business analysis for our U.S. operations. This role is ideal for an analytical professional who enjoys working with data, solving... 
    Work at office

    Kedrion Biopharma Inc.

    Fort Lee, NJ
    4 days ago
  •  ...Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian, LLC Are you an established financial professional looking...  ...new client relationships Deliver comprehensive financial planning strategies, including retirement, investment, and risk... 
    Full time
    Local area
    Flexible hours

    Lee, Nolan & Koroghlian, LLC / a MassMutual Firm

    Saddle Brook, NJ
    3 days ago
  •  ...Company Description Barnum Financial Group is a financial planning and consulting firm located in Paramus, NJ. With over 70 years of experience, we...  ...Description This is a full-time on-site role for a Financial Advisor at Barnum Financial Group in Paramus, NJ. As a... 
    Full time

    Barnum Financial Group Tri State

    Paramus, NJ
    3 days ago
  •  ...Entry-Level Financial Advisor – Launch Your Career with Lee, Nolan & Koroghlian, LLC Are you ready to start a career where you can make...  ...maintain long-term client relationships Learn financial planning concepts, products, and industry regulations Prospect and... 
    Full time
    Work at office
    Local area

    Lee, Nolan & Koroghlian, LLC / a MassMutual Firm

    Saddle Brook, NJ
    3 days ago
  •  ...Competitive Benefits+ Warm Leads Work Environment: Full-time, On-Site, with regular evening client events Looking for a financial planning role where you can focus on advising —not cold calling? This is a ground-floor opportunity to grow in a new market with the... 
    Full time
    Local area
    Relocation package
    Afternoon shift

    The Well

    Mount Vernon, NY
    4 days ago
  •  ...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships...  ..., 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance;... 
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    Secaucus, NJ
    2 days ago
  •  ...Entry-Level Financial Advisor – Launch Your Career with Lee, Nolan & Koroghlian, LLC Are you ready to start a career where you can make...  ...maintain long-term client relationships Learn financial planning concepts, products, and industry regulations Prospect and... 
    Work at office
    Local area

    Jobrapido

    Hackensack, NJ
    3 days ago
  • $75k - $150k

     ...Company THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and...  ...your territory Build and deliver comprehensive financial plans, leading client meetings from start to finish Collaborate... 
    Local area
    Remote work
    Relocation

    The Well

    Jersey City, NJ
    4 days ago
  •  ...than a traditional AUM practice. Our client provides advisors with an integrated financial services platform designed to help them grow their...  ...mutual funds, options, and customized strategies Estate planning Tax planning and CPA services Insurance — life,... 
    Remote work

    BrokerHunter

    Jersey City, NJ
    4 days ago
  • $150k

     ...Position: Financial Advisor Locations: Phoenix, AZ | Denver, CO | Remote​ About AQI Gallacher Capital (GC) dba Forward Wealth...  ...with our clients by providing personalized financial planning and access to institutional investment strategies. ​ AQI... 
    Work at office
    Remote work

    AQI Services LLC

    Jersey City, NJ
    1 day ago
  •  ...opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become...  ...and results-driven Financial Advisor to join us. If you're passionate about...  ...personalized financial advice and strategic planning to help them reach their unique financial... 
    Full time
    Contract work
    Work at office
    Remote work
    Monday to Friday

    Jobrapido

    Jersey City, NJ
    3 days ago
  •  ...Fifth Avenue Financial, a MassMutual firm, is seeking financial advisors to join our team. Our most successful advisors have strong sales abilities and compensation...  ...insurance products Develop customized financial plans for clients that are tailored to their specific... 

    Fifth Avenue Financial

    Jersey City, NJ
    1 day ago
  • $61k - $119k

     ...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial... 
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Paramus, NJ
    1 day ago
  • $165k - $200k

     ...Fiduciary Wealth Management Firms Are you an experienced financial advisor who believes advice should come before sales? Do you want to work with high-net-worth families, deliver sophisticated planning, and build meaningful long-term relationships within a true fee... 
    Work at office
    Remote work
    Flexible hours

    Jobrapido

    Jersey City, NJ
    2 days ago
  •  ...that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even...  ...winning combination. About the Job * As a Financial Services Advisor, you will work directly with real people pursuing real dreams and... 

    Lee Nolan & Koroghlian LLC

    Saddle Brook, NJ
    2 days ago
  • $66.56k - $117.52k

     ...Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for...  ...financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA... 
    Full time
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Astoria, NY
    4 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune...  ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to...  ...monitor, and adjust the branch business plan to increase branch effectiveness and achieve... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Jersey City, NJ
    5 days ago
  •  ...Financial Aid Advisor - Lincoln Tech - Queens, NY campus We're looking for an experienced bilingual English/Spanish preferred financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+... 
    Full time
    Temporary work
    Immediate start

    Lincoln Tech

    Whitestone, NY
    2 days ago
  • A financial services firm in Hoboken, New Jersey, is seeking a Financial Professional to develop personalized financial plans and guide clients to achieve their financial goals. Ideal candidates will have a Bachelor’s degree and preferably 2+ years of experience in financial... 

    WealthBridge Financial Group

    Hoboken, NJ
    2 days ago
  • $120.56k

     ...Experienced Financial Professional Take your career further with the backing of a Fortune...  ...(retirement, protection, education planning) Offer tailored solutions across insurance...  ...advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment... 
    Full time
    Contract work
    Part time
    Work at office
    Flexible hours

    New York Life

    Manhattan, NY
    22 hours ago
  • $150k - $200k

     ...Senior Financial Advisor Established and respected fee-only RIA New York City, Hybrid (2 days in office / 3 days remote) An established...  ...a Senior Financial Advisor to deliver sophisticated, planning-first advice to high-net-worth clients and families in a collaborative... 
    Work at office
    Remote work

    GemHarvest Executive Recruiting

    Manhattan, NY
    22 hours ago

Do you want to receive more vacancies?

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