64 cfp jobs at 27 companies in Georgia
3mo
Save
Mark Applied
Hide
Wealth Advisor
Peachtree City, Georgia, United States
OnsiteFull Time
5+ YOE5+ years in wealth management; CFP or advanced degree; CFP exam eligibility; AIF orable; FINRA SIE, Series 7/66; life/health/ LTC licenses; experience with high-net-worth clients.
eMoney
3w
Save
Mark Applied
Hide
Senior Financial Analyst (1869)
Swainsboro, Georgia, United States
OnsiteFull Time
Bachelor's in finance/accounting/business required; master's or CPA preferred. CPA, CMA, or CFP preferred. Healthcare experience preferred.
3d
Save
Mark Applied
Hide
Senior Financial Planner
Athens or Atlanta or Charleston or Naples
OnsiteFull Time
Bachelor's degree in financial planning or related field, CFP designation, fiduciary commitment, strong communication, organizational, analytical, and interpersonal skills.
2mo
Save
Mark Applied
Hide
J.P. Morgan Wealth Management - National Branch Personal Advisor - Atlanta, GA
Atlanta, Georgia, United States
RemoteFull Time
3+ YOE3+ years financial services or brokerage experience; active Series 7 and Series 66; licensed in all states; Bachelor's preferred; CFP preferred.
3w
Save
Mark Applied
Hide
Personal Financial Counselor; Fort Benning, GA
Fort Benning, Georgia, United States
$58k-$94k/yr OnsiteFull Time
3+ YOEBachelor's or equivalent experience, 3+ years financial counseling, U.S. citizenship, fluent English, AFC/CFP/ChFC certification, ability to obtain a Tier 2 background investigation.
2mo
Save
Mark Applied
Hide
Financial Planning Administrator
Sheboygan Falls or Alpharetta or United States
RemoteFull Time
0+ YOEBachelor's degree required; 0-2+ years in wealth management/financial planning preferred; CFP preferred; experience with eMoney, MoneyGuide, RightCapital, Holistiplan, Wealth.com and Salesforce a plus.
eMoney, MoneyGuide, RightCapital, Holistiplan, Wealth.com, Salesforce, CRM
6d
Save
Mark Applied
Hide
Senior Planning Associate
Atlanta, Georgia, United States
$85k-$105k/yr HybridFull Time
3+ YOEBachelor's degree, 3–5 years of financial planning or related financial services experience, Series 65 or equivalent credential, and CFP certification or education completed to sit for the exam.
Microsoft Office Suite
4h
Save
Mark Applied
Hide
Financial Planning Associate (Hybrid)- NJ
Ridgewood or Boca Raton or Irvine or San Francisco or Hawaii or New York or New Jersey or Connecticut or Massachusetts or Delaware or Georgia or Florida
HybridFull Time
0+ YOEBachelor’s degree in finance, accounting, economics, or related field; 0–3 years of financial services experience; analytical, communication, organizational, and Microsoft Office skills. CFP progress is preferred.
eMoney, MoneyGuide, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
12h
Save
Mark Applied
Hide
Senior Wealth Manager - Bluerock Wealth Management
Alpharetta, Georgia, United States
OnsiteFull Time
7+ YOEBachelor's degree in finance or accounting, 7+ years in a client-facing role, and CFP, CPA, or CFA designation required. Requires tax and estate planning expertise and knowledge of financial platforms.
Salesforce, Black Diamond, BNA, eMoney, Fidelity, Schwab
1mo
Save
Mark Applied
Hide
Senior Wealth Strategist
Atlanta, Georgia, United States
OnsiteFull Time
Advanced financial and estate planning expertise for UHNW clients, bachelor’s degree, strong communication, Microsoft Office skills, and professional credentials (CFP/CPA/ChFC or advanced tax/legal study).
Microsoft Office Suite
3mo
Save
Mark Applied
Hide
Advisor - Atlanta
Atlanta, Georgia, United States
$85k-$135k/yr OnsiteFull Time
4+ YOE4+ years in financial planning/wealth management; undergraduate degree required; CFP/CFA/CPA/JD certifications required; proficient in Microsoft Office; in-office, full-time exempt role.
Microsoft Office Suite
2mo
Save
Mark Applied
Hide
Lead Advisor, Atlanta - KAR
Atlanta or Los Angeles or Hartford
$120k-$150k/yr RemoteFull Time
5+ YOEBachelor's in finance/economics required, 5+ years in financial services/wealth advisory, Series 65 or 66 (or CFP/CFA), proficiency with eMoney, Salesforce, and Microsoft platform, strong communication and judgment.
Microsoft operating platform, eMoney financial planning platform, Salesforce CRM platform
1w
Save
Mark Applied
Hide
Wealth Advisor
Birmingham or Atlanta or Nashville or Mobile
$80k-$90k/yr OnsiteFull Time
4+ YOESeries 65 license or ability to obtain within 90 days; CFP, CPA, or EA credential; 4–5 years of client-facing experience; relationship management, attention to detail, and follow-through.
3mo
Save
Mark Applied
Hide
Vice President, Regional Advisory Consultant
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
HybridFull Time
5+ YOESeries 7 required; 5+ years in a similar role; travel 50-75%; Bachelor's degree required, Master's preferred; CFP or CIMA preferred; strong advisory platform knowledge and sales orientation.
CRM software
1w
Save
Mark Applied
Hide
Retirement Plan Consultant - North GA
Atlanta, Georgia, United States
RemoteFull Time
High school diploma or GED required; bachelor's preferred. Requires Series 7, Series 66, and appropriate state insurance licenses. Excellent presentation skills; CFP, ChFC, and Spanish proficiency are beneficial.
1mo
Save
Mark Applied
Hide
VP Wealth Consultant - Coral Gables, FL
Coral Gables or Chicago or Miami or Atlanta
$150k-$200k/yr FieldFull Time
8+ YOEBachelor's degree, Series 65 and CFP required, 8+ years in financial services (4+ years intermediary sales preferred), CRM proficiency, strong sales/presentation/communication skills, regular regional travel.
CRM systems
2mo
Save
Mark Applied
Hide
Lead Advisor, Atlanta - KAR
Atlanta or Los Angeles or Hartford or United States
$120k-$150k/yr RemoteFull Time
5+ YOEBachelor's in finance/economics required, 5+ years wealth advisory experience, Series 65/66 (or CFP/CFA waiver), proficiency with eMoney, Salesforce and Microsoft platform, strong communication and client management skills.
Microsoft, eMoney, Salesforce
1mo
Save
Mark Applied
Hide
Advisory Team Leader
Atlanta, Georgia, United States
HybridFull Time
8+ YOE5+ Mgmt8+ years in wealth management, 5+ years leading advisory professionals, bachelor\u0002s degree, Series 65 (or CFP/CFA), strong coaching, communication, fiduciary judgment, and background/credit check required.
6d
Save
Mark Applied
Hide
Senior Tax Manager
Atlanta, Georgia, United States
HybridFull Time
Active CPA or EA license, significant 1040 preparation or review experience, ability to sign simple individual returns, strong client communication, digital fluency, and CFP certification or completion within 18 months.
HubSpot, Practice Engine, HubSync
3w
Save
Mark Applied
Hide
VP; Financial Consultant - Atlanta, GA (Midtown)
Atlanta, Georgia, United States
$70k-$80k/yr OnsiteFull Time
Active FINRA Series 7 required; Series 66 (or 63/65) and Life & Health Insurance required during tenure; CFP preferred. Strong business development, client relationship, and financial planning skills.
Explore Jobs
Expand Your Job Search
Top Cities in Georgia for Cfp
- Cfp jobs in Atlanta, GA
- Cfp jobs in Columbus, GA
- Cfp jobs in Savannah, GA
- Cfp jobs in Athens, GA
- Cfp jobs in South Fulton, GA
- Cfp jobs in Sandy Springs, GA
- Cfp jobs in Roswell, GA
- Cfp jobs in Macon, GA
- Cfp jobs in Johns Creek, GA
- Cfp jobs in Albany, GA
- Cfp jobs in Warner Robins, GA
- Cfp jobs in Alpharetta, GA
- Cfp jobs in Marietta, GA
- Cfp jobs in Smyrna, GA
- Cfp jobs in Valdosta, GA
- Cfp jobs in Brookhaven, GA
- Cfp jobs in Stonecrest, GA
- Cfp jobs in Dunwoody, GA
- Cfp jobs in Augusta, GA
- Cfp jobs in Peachtree Corners, GA