Alpharetta, GA19 days ago
Back to search results Financial Solutions Advisor II- Alpharetta, Georgia; Duluth, Georgia; Alpharetta, Georgia; Marietta, Georgia; Alpharetta, Georgia; Cumming, Georgia; Atlanta, Georgia; Atlanta, Georgia; Atlanta, Georgia Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.