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Financial advisor Jobs in Atlanta, GA

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Financial advisor • atlanta ga

Last updated: 4 hours ago

Financial Advisor

People Talent AcquisitionAtlanta, GA, GA, US
Full-time
Quick Apply

Company Overview Our client is one of the leading Financial Analysis and Insurance firms in Puerto Rico.They are currently seeking a highly experienced and strategically minded Financial Advisor to... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyAtlanta, GA, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Financial Solutions Advisor - NE Georgia

Bank of AmericaAtlanta, GA, United States
Full-time

Bank Of America Financial Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run ou... Show more

Client Advisory Center (CAC) Financial Advisor I

TruistAtlanta, GA, United States
Full-time

Provides investment advice in a virtual environment with an assigned book of business.Consults with clients to uncover needs and provide opportunities to add value.Demonstrates how particular inves... Show more

Financial Advisor

The Piedmont GroupAtlanta, GA, United States
$70,000.00 yearly
Full-time

Grow Your Financial Advisory Practice With the Right Partner.The Piedmont Group provides the platform, resources, and collaboration to help you expand your reach, elevate client outcomes, and driv... Show more

Financial Advisor

Pinnacle BankAtlanta, GA, United States
Full-time

Pinnacle Financial Advisor Position.At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful.We work to ensure that every assoc... Show more

Merrill Experienced Financial Advisor

Bank of AmericaAtlanta
$48,000.00 yearly
Full-time

If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clien... Show more

Financial Advisor

ManulifeAtlanta, Georgia
$59,000.00 yearly
Full-time

This is an exciting opportunity for the ideal candidates to join a dynamic team within Personal Investing that will be transforming the Manulife John Hancock Wealth business with personalized inves... Show more

Financial Aid Advisor

Aviation Institute of MaintenanceAtlanta, GA, United States
$24.00 hourly
Full-time

Training Tomorrow's Technicians to Become Skilled, Employable and Essential.About Us - Big Changes, Better Benefits - Join us today!.The Aviation Institute of Maintenance (AIM), established in 1969... Show more

Financial Advisor – Atlanta, GA

Coastal WealthAtlanta, GA, US
$65,000.00 yearly
Full-time

Financial Advisor - Atlanta, GA Empower Lives.Thrive in Atlanta Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth as a Financial Advisor and help individu... Show more

Bilingual Financial Advisor (Korean Speaking)

New York Life (Atlanta)Atlanta, GA
Full-time

We’re looking for experienced financial professionals to join our team.Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for... Show more

Financial Advisor Trainee- Atlanta, GA

Raymond James FinancialAtlanta, GA, United States
Full-time

Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymon... Show more

Financial Advisor

MassMutualAtlanta, GA, US
Full-time

Piedmont Group, a MassMutual Firm, when you join our team, you'll know you aren't alone in your quest for success.Our specific models form a roadmap for you.We also provide industry-leading tools, ... Show more

Financial Advisor

Fulcro InsuranceAtlanta, GA, United States
Full-time

Our client is one of the leading financial analysis and insurance firms in Puerto Rico.They are currently seeking a highly experienced and strategically minded financial advisor to join their team ... Show more

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Financial Advisor

Apogee Financial PartnersAtlanta, GA, US
$95,000.00 yearly
Full-time

Build a Practice, Not Just a Job.At Apogee Financial Partners, you have the opportunity to build your own client base, grow your own brand, and create a practice you can be proud of, with real supp... Show more

Financial Advisor

Northwestern MutualAtlanta, GA, United States
$61,000.00 yearly
Full-time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more

Financial Analyst, Engagement Financial Advisor

DeloitteAtlanta, GA, United States
Full-time

Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management.As a Finan... Show more

Financial Advisor

Company 19 - John Hancock Life Insurance Company (U.S.A.)Atlanta, Georgia
$59,000.00 yearly
Full-time

This is an exciting opportunity for the ideal candidates to join a dynamic team within Personal Investing that will be transforming the Manulife John Hancock Wealth business with personalized inves... Show more

Financial Aid Advisor

Herzing BrandAtlanta, GA, United States
$20.52 hourly
Full-time

Job Category: Student Support Services Requisition Number: FINAN003036.Full-Time On-site Birmingham, AL 35209, USA +1 more locations.Current staff, faculty/adjunct at Herzing University: log into U... Show more

Client Advisory Center (CAC) Financial Advisor I

SunTrust Investment Services, Inc.Atlanta, GA, United States
Full-time

Provides investment advice in a virtual environment with an assigned book of business.Consults with clients to uncover needs and provide opportunities to add value.Demonstrates how particular inves... Show more

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Financial Advisor

Financial Advisor

People Talent AcquisitionAtlanta, GA, GA, US
2 days ago
Job type
  • Full-time
  • Quick Apply
Job description

Company Overview Our client is one of the leading Financial Analysis and Insurance firms in Puerto Rico.

They are currently seeking a highly experienced and strategically minded Financial Advisor to join their team of professionals.

Job Summary:

  • We are looking for a highly qualified Financial Advisor, responsible for leading investment management, strengthening client relationships, and driving business development initiatives.
  • This role is essential in delivering high-level wealth management services with a fiduciary, ethical approach focused on the client’s best interests.
  • The candidate will serve as the local face of the firm, promoting a culture based on trust, regulatory compliance, and service excellence.

Key Responsibilities:

  • Advise clients on investment products and strategies, including stocks, bonds, mutual funds, ETFs, and other financial instruments.
  • Analyze clients’ financial profiles, needs, and goals to develop personalized investment plans.
  • Stay up to date with market trends, regulatory changes, and new investment opportunities.
  • Ensure compliance with applicable regulatory standards (SEC, FINRA, fiduciary laws) and internal policies.
  • Manage long-term client relationships, fostering trust and loyalty.
  • Collaborate with internal teams (advisors, trust officers, compliance, etc.) to deliver integrated financial solutions.
  • Prepare and present regular reports on portfolio performance and strategic recommendations.
  • Actively participate in business development activities, identifying growth opportunities and acquiring new clients (individuals, families, trusts, institutions).
  • Promote and ensure the delivery of personalized, high-quality wealth management services aligned with clients’ best interests.
  • Communicate effectively with internal stakeholders to ensure consistent execution of strategy and operational excellence.

Education:

  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field.Advanced degrees or professional certifications (e.g., CFP, CFA, PFS) are a plus.
  • Active Series 7 and Series 66 licenses (required).
  • Minimum of 5 years of proven experience in investment advising, wealth management, or similar roles within the financial sector.
  • Previous experience working with high-net-worth clients is highly desirable.
  • Strong knowledge of financial markets, investment products, and regulatory environments.
  • Excellent verbal and written communication skills in Spanish and English, with Spanish as the first language.
  • Strong client orientation, strategic thinking, and results-driven mindset.
  • Proficiency in financial technology tools and investment/wealth management platforms.
  • Ability to work independently and collaboratively within a multidisciplinary team.
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