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

Investment & Financial Planning Advisor

$65k - $80k

Bank of America ATM

Bank of America is seeking a Financial Advisor in Englewood, NJ. This position involves providing tailored advice to clients regarding financial goals and investment strategies. Key responsibilities include triaging client leads and recommending brokerage products. A Series 7 & 66 license is required, along with experience in the investments or financial service industry. The role offers a competitive salary ranging from $65,000 to $80,000, along with industry-leading 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 Englewood, NJ vacancy
  • A leading financial services firm in New Jersey seeks a dedicated Financial Consultant to develop personalized financial strategies...  .... You will conduct financial analyses, assist clients with investment planning, and ensure they achieve their financial goals. Join a company... 
    Suggested

    WealthBridge Financial Group

    Alpine, NJ
    4 days ago
  • JPMorganChase is seeking a Private Client Advisor in Paramus, New Jersey. The role involves delivering personalized investment solutions and building client relationships...  ...candidates will have a minimum of 2 years in a financial advisor position, relevant licenses, and a... 
    Suggested

    JPMorganChase

    Paramus, NJ
    3 days ago
  • $70k - $80k

     ...customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client...  ..., meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations... 
    Suggested
    Temporary work
    Shift work
    Day shift

    Dormont Manufacturing Company

    Hackensack, NJ
    4 days ago
  • Bank of America is seeking a Financial Advisor as part of the Merrill Advisor Development Program in Fort Lee, NJ. You will engage with high...  ..., developing relationships and delivering comprehensive investment recommendations. The role includes hands-on training to build... 
    Suggested

    Bank of America

    Fort Lee, NJ
    1 day ago
  •  ...Financial Solutions Advisor - Greater Queens NY Market Flushing, New York;Forest Hills, New York; Long Island City, New York...  ..., meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Flushing, NY
    2 days ago
  •  ...America, we are guided by a common purpose to help make financial lives better through the power of every connection. We...  ..., 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

    Fair Lawn, NJ
    14 hours ago
  • $40k - $120k

     ...Are you interested in a career in financial services but prefer supporting advisors rather than building your own...  ...prepare comprehensive financial plans Conduct data analysis to support...  ...Exposure to financial planning, investment strategies, and practice management... 

    Lee, Nolan & Koroghlian, LLC / a MassMutual Firm

    Saddle Brook, NJ
    3 days ago
  • $80k - $95k

     ...Wealth Advisor Supported with a robust array of resources and solutions...  ...clients to identify their financial goals, analyze their...  ...implements strategic and tactical plans with strong considerations of client challenges. Tailors investment strategies for clients, identifying... 
    Work experience placement

    Retirement Resource Center LLC

    Hackensack, NJ
    1 day ago
  •  ...Barnum Financial Group is a financial planning and consulting firm located in Paramus, NJ. With over 70 years...  ...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... 
    Full time

    Barnum Financial Group Tri State

    Paramus, NJ
    1 day ago
  •  ...Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian, LLC Are you an established financial...  ...relationships Deliver comprehensive financial planning strategies, including retirement, investment, and risk management solutions Provide ongoing advice... 
    Local area
    Flexible hours

    Lee, Nolan & Koroghlian, LLC / a MassMutual Firm

    Saddle Brook, NJ
    4 days ago
  • $50k

     ...unique branch-team business model. One financial advisor and one branch office administrator entirely...  ...of a firm built on a long-term investment philosophy that has helped our clients...  ...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
    14 hours ago
  •  ...Traphagen CPAs & Wealth Advisors is a growing CPA firm located in Oradell, NJ seeking a Financial Advisor to join our award-winning team. This position...  .../ Responsibilities: Financial planning Retirement planning Investment management Providing financial advisory... 
    Full time
    Remote work

    Traphagen CPAs & Wealth Advisors

    Oradell, NJ
    2 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern...  ...achieve their goals through financial planning. On your path to becoming a financial...  ...Protection · Education Funding · Investment & Advisory Services · Trust Services ·... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Paramus, NJ
    4 days ago
  •  ...Financial Solutions Advisor Registration Candidate - Greater Queens NY Market Forest Hills, New York...  ...with clients to review financial and investment goals and recommend products. Job...  ...Responsibilities: Works with clients to plan their short and long-term financial... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Sunnyside, NY
    14 hours ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles...  ...comprehensive wealth management and investment products and services for individuals,...  ...goals-based wealth management, including planning for retirement, education, legacy, and... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Paramus, NJ
    2 days ago
  •  ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing...  ...generosity at the center of saving and investing. Here, you'll make an impact in the lives...  ...revenue streams, and dedicated planning fees for those who qualify. Medical... 
    Local area

    Thrivent Financial for Lutherans

    Paterson, NJ
    4 days ago
  • $70k - $80k

     ...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better...  ..., 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

    Flushing, NY
    2 days ago
  • $75k - $125k

     ...employment visas or participate in STEM OPT for this position. Job Description Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Fort Lee, NJ
    14 hours ago
  • A boutique financial planning firm in New Jersey is looking for a Financial Advisor with a strong entrepreneurial spirit. The role involves creating tailored financial plans, offering investment guidance, and building long-term client relationships. Candidates should possess... 

    Certified Financial Services

    Paramus, NJ
    4 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start...  ...achieve their goals through financial planning. On your path to becoming a financial...  ...Income Protection • Education Funding • Investment & Advisory Services • Trust Services •... 
    Work at office

    UNAVAILABLE

    Maywood, NJ
    14 hours ago
  • $28.85 - $33.65 per hour

    Financial Solutions Advisor - Stage I At Bank of America, the Financial Solutions Advisor Stage I (FSA I) begins by obtaining Securities Industry...  ...Responsibilities Deliver Bank of America’s core banking, investment solutions, and client care at a financial center.... 
    Hourly pay
    Monday to Friday

    Bank of America

    Mount Vernon, NY
    1 day ago
  • $75k - $125k

    Fairygodboss is seeking a financial advisor in Fort Lee, NJ to consult on investment and insurance strategies while growing client relationships. The role requires strong financial planning skills and at least 3 years of industry experience. You will consult with clients... 

    Fairygodboss

    Fort Lee, NJ
    1 day ago
  • $24k

    Financial Advisor / Financial Representative - In Person (5+ years experience) | Paramus, NJ and...  ...Services, a boutique financial planning firm based in Paramus, NJ and Farmington...  ...financial services including insurance, investment strategies, and personalized financial... 
    Full time
    Contract work
    Local area

    Certified Financial Services

    Paramus, NJ
    4 days ago
  •  ...Dormont Manufacturing Co is hiring for a financial advisory position based in Hackensack, New Jersey. The role focuses on helping clients...  ...66 licenses and have at least one year of experience in the investments or financial service industry. A strong focus on client... 

    Dormont Manufacturing Company

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

     ...comprehensive wealth management and investment products and services for...  ...wealth management, including planning for retirement, education,...  ...guidance. Program Overview The Advisor Development Program is...  ...their passion of becoming a Financial Advisor. In this role you will... 
    Interim role
    Immediate start
    Shift work
    Day shift

    Bank of America

    Paramus, NJ
    4 days ago
  • Entry Level - Financial Advisor/Wealth Management Equitable Advisors is a reputable Financial Services firm committed to providing...  ...financial advice and guidance to clients, such as investments and retirement planning, and will need excellent interpersonal skills. Seniority... 
    Full time

    Equitable Advisors

    Secaucus, NJ
    4 days ago
  • $45k - $88k

     ...direct position with Cetera Financial Group. Accepted applicants will...  ...affiliated with Cetera Investment Services LLC (marketed as Cetera...  ...Bank Overview The VP, Financial Advisor ("FA") will provide sound...  ...and knowledge of investment planning and other bank products and services... 
    Temporary work
    Bank staff
    Afternoon shift

    Cetera Financial Group

    Wallington, NJ
    14 hours ago
  • $18.41 - $23.03 per hour

     ...How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident...  ...retail banking experience Life and health licenses to support investment program Working Conditions Retail banking branch areas... 
    Full time
    Work at office
    Flexible hours

    Provident Bank

    Englewood, NJ
    4 hours ago
  • TalentLink Solutions, a Paramus, NJ-based financial planning practice, seeks a driven Financial Planning Associate to support planners and improve client experience. You will build technical mastery, conduct data review, and help prepare planning deliverables using Word... 

    TalentLink Solutions

    Paramus, NJ
    2 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship...  ...building an integrated financial planning practice from the ground up....  ...Financial Representative or Advisor role upon graduation....  ...financial strategies—insurance, investments, and annuities—built to reinforce... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Paramus, NJ
    23 days ago

Do you want to receive more vacancies?

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