Investment Planning Consultant

2 weeks ago


Toms River, New Jersey, United States The Bank of America Corporation Full time

Join Our Team as a Wealth Planner


The Bank of America Corporation is a premier provider of integrated wealth management solutions, offering a wide array of investment products and services tailored for individuals, businesses, and institutions.


As a Wealth Planner, you will play a pivotal role in helping clients navigate their financial journeys. Your responsibilities will include:

  • Comprehensive Financial Planning: Develop personalized strategies that align with clients' financial goals.
  • Client Relationship Management: Foster strong relationships with clients to understand their unique needs and provide tailored advice.
  • Investment Management: Guide clients in selecting appropriate investment vehicles to enhance their wealth.
  • Banking Services: Offer insights into banking products that complement clients' financial strategies.


At The Bank of America Corporation, we are committed to delivering exceptional service and innovative solutions to our clients. Join us in making a meaningful impact on their financial well-being.



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