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Strategic Investment & Financial Planning Advisor

Job in LaGrange, Troup County, Georgia, 30240, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

Bank of America in the United States is seeking a financial advisor to provide comprehensive advice and customized solutions to help clients achieve their financial goals. You will triage client leads, refer to partners, and meet with clients to review goals, build plans, and recommend brokerage products.

This role requires ongoing license training and a strong focus on client service. The position requires Series 7 and 66 (or 63/65), with at least one year in investments or financial services,

The Strategic Investment & Financial Planning Advisor position in the Finance, Sales field is open for applications.

The position is based in LaGrange, GA, United States.

This opportunity is part of our work in Finance, Sales.

The advertised compensation is 60.000 - 90.000.

We aim to respond to suitable candidates as soon as possible.

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