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Financial Solutions Advisor II — Investment Planner

Job in Alpharetta, Fulton County, Georgia, 30239, USA
Listing for: Bank of America
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Alpharetta, GA is looking for a dedicated professional to provide tailored financial advice to clients. Responsibilities include planning financial goals, recommending investments, and managing client relationships. Candidates should possess Series 7 and 66 licenses, have experience in the investment sector, and be skilled in a fast-paced environment. The firm offers a supportive culture with opportunities for growth, all while ensuring regulatory compliance.
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