- Bank of America (Athens, GA)
- Wealth Planner Athens, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power ... + Client Investments Management + Portfolio Analysis + Portfolio Management + Wealth Planning + Causation Analysis + Client Management + Data Visualization +… more
- Bank of America (Gainesville, GA)
- …role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a ... field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained… more