145 wealth jobs at 49 companies in Georgia
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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
2mo
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Wealth Management Consultant
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$54k-$206k/yr OnsiteFull Time
2+ YOE2+ years wealth management industry experience, bachelor’s degree required. Strong communication, ability to manage technology consulting projects, and knowledge of back/middle office operations or investment technology.
4d
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Private Wealth Advisor
Atlanta, Georgia, United States
$200k-$225k/yr OnsiteFull Time
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
3mo
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Private Wealth Director
Atlanta, Georgia, United States
OnsiteFull Time
10+ YOE10–15 years in wealth management with strong relationship management; Series 7 and 63 licenses required; MBA or post-graduate degree preferred; professional certifications CFP, CPA, CFA, CTFA, CFM preferred.
4d
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Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Atlanta
Atlanta, Georgia, United States
OnsiteFull Time
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)
1w
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Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate/ Vice President, Atlanta
Atlanta, Georgia, United States
OnsiteFull Time
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.
1mo
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Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Atlanta
Atlanta, Georgia, United States
OnsiteFull Time
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.
1w
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Wealth Advisor - PNC Wealth Management
Atlanta or Atlanta or Savannah
OnsiteFull Time
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.
1mo
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Wealth Advisor, Schwab Wealth Advisory
Orlando or Atlanta
$100k-$145k/yr OnsiteFull Time
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.
1mo
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Senior Lead Wealth Management Banker (HNW / Executive Wealth Solutions) (SAFE)
Charlotte or Miami or Atlanta or San Francisco or Washington or Los Angeles or Dallas or Chicago
$185k-$300k/yr OnsiteFull Time
7+ YOE7+ years wealth management banking or equivalent experience; SAFE/NMLS registration required; experience advising HNW clients and complex credit structuring; FINRA Series 7 and 66 preferred.
Nationwide Mortgage Licensing System (NMLS)
1w
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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.
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
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
1d
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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
1w
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Wealth Support Specialist II - Atlanta
Atlanta, Georgia, United States
OnsiteFull Time
4+ YOEUndergraduate degree or 4+ years of banking experience; strong banking, lending, commercial, and wealth management knowledge; Microsoft Office proficiency; excellent organization, communication, and customer service skills; occasional overnight travel.
Microsoft Office
2w
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Sr. Wealth Strategist
Grand Rapids or Atlanta or Palm Beach or Chicago or Minneapolis or Cincinnati
OnsiteFull Time
10+ YOEPostgraduate legal or tax degree and/or professional designation with 10+ years estate/tax/fiduciary experience; strong analytical, writing, and communication skills; advanced Excel ability.
Microsoft Excel
4w
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Wealth Management Business Enablement Partner
Birmingham or Charlotte or Nashville or Atlanta
$124k-$152k/yr OnsiteFull Time
8+ YOEBachelor's degree,8+ years in wealth management or financial services,experience as Salesforce business owner/advanced user,CRM and analytics proficiency,change management and process design skills.
Salesforce, Salesforce Financial Services Cloud
1w
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Director of Wealth Market Development
Birmingham or Alabama or Houston or Memphis or Florida or Atlanta or Mobile or Jackson
OnsiteFull Time
10+ YOEBachelor's degree plus 12 years or graduate degree plus 10 years of wealth management sales and service experience; proven sales or management success and strong strategic, communication, and relationship-building skills.
1mo
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Wealth Advisor - Wealth Advisory - Serving Existing Clients - Atlanta or Orlando
Atlanta or Orlando
OnsiteFull Time
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.
1mo
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Wealth Management Associate
Atlanta, Georgia, United States
OnsiteFull Time
5+ YOE5+ years relevant experience; active Series 7 and Series 66 (or Series 63 and 65) required; four-year degree or professional certification preferred; strong client service, leadership, Excel and MS Office skills.
Microsoft Office, Microsoft Excel, MS Online
1mo
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PWM Private Wealth Advisor
Atlanta, Georgia, United States
$140k-$175k/yr OnsiteFull Time
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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