Client-Focused Financial Solutions Advisor
Job in
Roswell, Fulton County, Georgia, 30076, USA
Listed on 2026-07-23
Listing for:
Bank of America
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Financial Services
Job Description & How to Apply Below
Bank of America in Georgia seeks a client-focused financial professional to provide comprehensive advice and customized solutions to help clients reach their financial goals through brokerage products, banking and managed solutions.
The role includes triaging client leads, referrals to business partners, building financial plans, meeting regulatory requirements, and maintaining strong client relationships in a fast-paced environment; a Series 7 & 66 and at least one year in investments or
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