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Investment Planning & Client Advisory Specialist
Job in
Woodstock, Cherokee County, Georgia, 30189, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking an Investment Advisor in Georgia to provide comprehensive financial guidance, develop tailored plans, and recommend banking and brokerage solutions to clients. The role emphasizes relationship-building, regulatory diligence, and activity in a fast-paced environment.
The position requires active licenses (Series 7/66) and experience in investments or financial services sales, with a focus on achieving goals and delivering strong client outcomes.
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