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41 wealth advisor jobs at 22 companies in Atlanta, GA

3mo
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Wealth Advisor
Peachtree City, Georgia, United States
OnsiteFull Time
Delta Community Credit Union
Delta Community Credit Union: Member-owned cooperative providing personal and business financial services.
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
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2mo
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Wealth Advisor
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
HB Wealth
HB Wealth: Fiduciary wealth management and family office services for private clients.
7+ YOE3+ MgmtBachelor's degree and CFP and/or CFA required; 7+ years industry experience with 3+ years leading client relationships; advanced financial planning knowledge, strong communication, presentation, time management, and Microsoft Office proficiency; ability to pass background/credit check.
Microsoft Office Suite, CRM, financial planning software, Portfolio reporting software
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2w
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Wealth Advisor
Birmingham or Atlanta or Nashville or Mobile
$80k-$90k/yr OnsiteFull Time
RFG Advisory
RFG Advisory: Hybrid RIA platform supporting independent financial advisors.
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.
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6d
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Private Wealth Advisor
Atlanta, Georgia, United States
$200k-$225k/yr OnsiteFull Time
Lido Advisors
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
5+ YOEBachelor’s degree in finance, business, or related field; 5–7+ years in wealth management or a high-growth environment; success serving high-net-worth clients; Series 65; Salesforce and Microsoft Office proficiency.
Salesforce, Microsoft Office
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1mo
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Wealth Advisor, Schwab Wealth Advisory
Orlando or Atlanta
$100k-$145k/yr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Bachelor's degree required. Active FINRA Series 7 and Series 66 required (may be obtained within 120 days under specified conditions). CFP® or CFA® preferred. Strong client relationship, financial planning, time management, and coachability skills.
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1w
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Wealth Advisor - PNC Wealth Management
Atlanta or Atlanta or Savannah
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree and 3+ years of relevant industry experience, or equivalent education and experience. Requires FINRA Series 7 and 66 (or 63 and 65), plus Life and Health Insurance licenses.
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1mo
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Wealth Advisor - Wealth Advisory - Serving Existing Clients - Atlanta or Orlando
Atlanta or Orlando
OnsiteFull Time
CliftonLarsonAllen
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
3+ YOEBachelor's degree required, 3 years experience as a financial advisor, active Series 65 or 66 securities license required, expertise in financial planning and investments, with knowledge of tax, insurance, and estate planning.
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6d
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Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Atlanta
Atlanta, Georgia, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
4+ YOERequires 4+ years in private wealth management, financial services, or a related field; Series 7, 63, and 3 licenses; strong client, sales, analytical, and relationship management skills.
Employee Assistance Program (EAP)
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1w
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Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate/ Vice President, Atlanta
Atlanta, Georgia, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
4+ YOERequires 4+ years of private wealth management, financial services, or related experience; Series 7, 63, and 3 licenses; strong client, business development, analytical, and relationship management skills.
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1mo
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Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Atlanta
Atlanta, Georgia, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
4+ YOE4+ years in private wealth management or related financial services; Series 7, 63 and 3 licenses (or obtain within 3 months); strong business development, client relationship, analytical and interpersonal skills.
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1mo
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PWM Private Wealth Advisor
Atlanta, Georgia, United States
$140k-$175k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
8+ YOE8+ years working with high/ultra-high net worth clients, NMLS registration required, criminal and credit checks, strong relationship management and business development, bachelor\u0002s degree or equivalent experience, CFA/CFP preferred.
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6d
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Private Wealth Advisor Associate
Atlanta, Georgia, United States
$65k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Bachelor's degree required; strong communication, analytical, problem-solving, collaboration, leadership, interpersonal, and time-management skills. SIE exam required before joining; Series 7 and 66 licenses required within 1–2 months.
online assessments
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2mo
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Financial Advisor- Wealth Management
Hershey or Alpharetta
OnsiteFull Time
Merit Financial Advisors
Merit Financial Advisors: Independent wealth management and financial advisory services firm.
Bachelor's in Finance/Business required. Active Series 65/66 or professional designation (CFP, CFA, ChFC, CIC). Strong financial planning, investment knowledge, communication, and CRM/technology skills.
CRM
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1mo
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Wealth Support Specialist
Atlanta or Orlando
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
4+ YOEUndergraduate degree or 4+ years banking experience; strong organizational and communication skills; proficiency in Microsoft Office; ability to support multiple advisors, triage client requests, and travel occasionally overnight.
Microsoft Office
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1mo
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VP, Advisor Engagement
Atlanta or Oakdale or La Vista or Scottsdale or St. Petersburg
$140k-$155k/yr HybridFull Time
Osaic
Osaic: Provides wealth management services to independent financial advisors.
10+ YOE5+ Mgmt10+ years in wealth management, 5+ years managing teams, proven success building advisor relationships, strong communication, change management, and experience driving revenue and retention.
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1w
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J.P. Morgan Wealth Management – Private Client Advisor - Atlanta
Atlanta, Georgia, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERequires 2+ years of financial advisor or equivalent financial services experience, active Series 7, Series 66 or 63/65, and Life, Health and Long Term Care Insurance licenses. CFP and bachelor's degree preferred.
digital technology
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3mo
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Advisor - Atlanta
Atlanta, Georgia, United States
$85k-$135k/yr OnsiteFull Time
Brighton Jones
Brighton Jones: Provides fee-only wealth management and financial planning services.
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
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2mo
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Lead Advisor, Atlanta - KAR
Atlanta or Los Angeles or Hartford
$120k-$150k/yr RemoteFull Time
Kayne Anderson Rudnick
Kayne Anderson RudnickNYSE: VRTS: Provides investment management and wealth advisory services to clients.
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
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2mo
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Lead Advisor, Atlanta - KAR
Atlanta or Los Angeles or Hartford or United States
$120k-$150k/yr RemoteFull Time
Virtus Investment Partners
Virtus Investment PartnersNYSE: VRTS: Provides investment management services to individual and institutional investors.
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
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1mo
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VP, Advisor Engagement
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
$140k-$155k/yr HybridFull Time
Osaic
Osaic: Wealth management platform for independent financial professionals
10+ YOE5+ MgmtMinimum 10 years in wealth management,5+ years building relationships,prior team management,high school diploma required (BA preferred),knowledge of customer-facing technologies,preferred FINRA licenses.
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