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Client Investment Advisor II — Personal Financial Plans

Job in Cumming, Forsyth County, Georgia, 30128, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Sales
Job Description & How to Apply Below
A leading financial institution seeks a Financial Advisor in Cumming, Georgia. The role involves providing clients with tailored financial advice and solutions, meeting to review financial goals, and building financial plans. Candidates should have strong communication skills and knowledge of brokerage products. This position requires registration under the SAFE Act and completion of necessary training.
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