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Wealth Management Trainee: Advisory Career
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-01-12
Listing for:
Bank of America
Apprenticeship/Internship
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services company in Atlanta is seeking an EGP Trainee to support client relationship management and assist Financial Advisors. The role involves onboarding processes, client meetings, and coordination to enhance client satisfaction. Candidates should have a High School Diploma and the ability to obtain Series 7 and 66 licenses. Strong communication and organizational skills are essential, along with a detail-oriented approach to managing client interactions.
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