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26 wealth management associate jobs at 11 companies in Atlanta, GA

3mo
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Wealth Management Associate
Atlanta or Washington or Bethesda
$50k-$115k/yr OnsiteFull Time
Morgan Stanley Wealth Management
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
5+ YOE5+ years relevant experience, active Series 7 and Series 66 or Series 63+65 required, bachelor’s degree preferred, strong client service, leadership, financial product knowledge, and Microsoft Excel proficiency.
Microsoft Office, Microsoft Excel, MS Online
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2mo
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Wealth Management Associate
Atlanta, Georgia, United States
OnsiteFull Time
Morgan Stanley Wealth Management
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
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
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1mo
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Wealth Management Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
1+ YOEProvide client service support to Financial Advisors, manage client requests and materials, promote banking offerings, and follow policies to protect clients and manage risk.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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3w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities and investment management firm.
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
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2w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities and investment management firm.
2+ YOEBachelor’s degree and 2–4 years of client service or financial industry experience required/preferred. Strong communication, organization, interpersonal skills, integrity, and client-service focus. SIE, Series 7, and Series 63 required.
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1mo
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Wealth Management Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
High school diploma/GED, client-service experience, strong communication, proficiency with Microsoft Word/Excel/PowerPoint and Salesforce; FINRA SIE/Series credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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4d
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Wealth Planning Associate
Atlanta, Georgia, United States
OnsiteFull Time
MIO Partners
MIO Partners: Private McKinsey subsidiary managing investments and providing wealth advice to McKinsey partners, employees, and alumni.
2+ YOEBachelor's degree and 2–4 years in wealth management, financial planning, trusts and estates, tax, or analytical finance. Requires strong analytical, communication, discretion, and client-service skills.
eMoney, Vanilla, Microsoft Office, Microsoft Excel, Microsoft PowerPoint
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2mo
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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+ 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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5d
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Associate, Wealth Management
Atlanta, Georgia, United States
HybridFull Time
IEQ Capital
IEQ Capital: Independent employee-owned registered investment adviser and family office serving high-net-worth families with investment management and wealth services.
1+ YOEBachelor's degree required; 1–2+ years of relevant work or internship experience preferred. Requires strong organization, communication, critical thinking, relationship-building, and financial markets curiosity.
Salesforce
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2w
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Private Wealth Advisor Associate
Atlanta, Georgia, United States
$65k-$90k/yr OnsiteFull Time
Morgan Stanley Wealth Management
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
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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4w
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Business Development Associate (Wealth Management)
Atlanta, Georgia, United States
$71k-$84k/yr HybridFull Time
Fiduciary Trust International
Fiduciary Trust International: Fiduciary wealth manager serving high-net-worth individuals, families, and nonprofits with investment, planning, trust, estate, and family-office services.
2+ YOEBachelor's degree,2+ years finance industry experience (2-3 preferred),client service experience,excellent communication,experience with RFPs,proficient with MS Office;MS Teams and CRM experience a plus.
MS Office Suite, MS Teams, CRM
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1w
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Associate Product Owner | FinTech / Wealth Management / SaaS / Agile
Atlanta, Georgia, United States
HybridFull Time
BIP Ventures
BIP Ventures: Southeastern venture capital firm investing in high-growth, AI-enabled private companies and supporting their founders.
2+ YOERequires 2–4 years in product development, project coordination, or Agile/Scrum software teams; Jira experience; AI tool experience; strong communication and analytical skills. Bachelor's degree preferred.
Jira, Confluence, Rally, Claude, ChatGPT, CRM, Jira Service Desk
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2mo
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ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES
Atlanta, Georgia, United States
OnsiteFull Time
Cresset
Cresset: Independent, client- and employee-owned multi-family office and private investment firm serving entrepreneurs, founders, executives, and multigenerational families.
5+ YOE5+ years financial services experience with ultra-high net worth clients; bachelor’s degree or equivalent preferred; strong communication, attention to detail, and ability to manage confidential client relationships.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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2mo
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ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES
Atlanta, Georgia, United States
OnsiteFull Time
Cresset
Cresset: Independent, client- and employee-owned multi-family office and private investment firm serving entrepreneurs, founders, executives, and multigenerational families.
5+ YOEBachelor's degree or equivalent experience,5+ years financial services experience with ultra-high net worth clients,proficiency with Salesforce and Microsoft Office,knowledge of Fidelity/Schwab platforms preferred,excellent communication and discretion.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Fidelity, Schwab
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2w
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2027 Asset & Wealth Management U.S. Private Bank MBA Summer Associate Program
Baltimore or Washington or Boston or Pittsburgh or Philadelphia or Cincinnati or Cleveland or Greenwich or Summit or Birmingham or Chicago or Winnetka or Indianapolis or Milwaukee or Minneapolis or Columbus or St. Louis or Long Island City or New York City or Austin or Dallas or Oklahoma City or Fort Worth or Houston or New Orleans or San Antonio or Atlanta or Charlotte or Fort Lauderdale or Miami or Nashville or Palm Beach or Tampa or Los Angeles or Las Vegas or Salt Lake City or San Diego or San Francisco or Seattle or Denver or Palo Alto or Orange
OnsiteInternship, Full Time
J.P. Morgan Private Bank
J.P. Morgan Private BankNYSE: JPM: J.P. Morgan Private Bank is a private banking and wealth-management business serving high-net-worth clients.
3+ YOEFirst-year MBA candidates with 3+ years of work experience, U.S. university attendance, and graduation between December 2027 and June 2028; requires communication, quantitative, analytical, and problem-solving skills.
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1mo
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Registered Client Associate, (Client Experience & Marketing)
Atlanta or Miami or Philadelphia
OnsiteFull Time
UBS Financial Services Inc.
UBS Financial Services Inc.: U.S. wealth-management broker-dealer and investment adviser serving individuals and institutional customers with brokerage, planning, lending, and investment services.
2+ YOESeries 7 and Series 66 required; ~2+ years client service/operations in wealth management preferred; strong communication, attention to detail, Microsoft Office and CRM proficiency; bachelor’s degree.
Microsoft Office, CRM
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6d
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Client Service Manager - Manitowoc
Manitowoc or Alpharetta
OnsiteFull Time
Merit Financial Advisors
Merit Financial Advisors: National wealth management firm providing financial planning, investment management, retirement, estate, and insurance advice to affluent clients.
2+ YOEAssociate's or bachelor's degree and 2–4 years of client service experience in wealth management required. FINRA securities registrations, Fidelity or Schwab experience, and proficiency in Outlook, Word, Excel, and Salesforce preferred.
Fidelity, Schwab, Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Orion
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