Financial Advisor jobs in Atlanta, GA
Recently Added Financial Advisor jobs
Financial Office Manager - Financial Firm - Roswell, GA
- Advisor Employee Services
-
Roswell, GA
FULL_TIME
-
Financial Office ManagerAdvance your career and truly make a difference! We have an exciting opportunity for an organized self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisor and Financial Services Company.Park Square Financial Group in Roswell, GA is seeking a full-time Financial Office Manager. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.Position Overview:
The primary responsibility of this position is to provide support to the Managing Partner by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support.Minimum Requirements- Bachelor’s Degree preferred
- Financial industry experience required
- RIA industry experience preferred
- Working knowledge of MS Office and other CRM Software preferred
- Previous experience with custodians, preferably Fidelity & Schwab
Key Responsibilities:- Receive incoming client calls in a friendly manner
- Processing new client applications
- Input prospects to database
- Handle servicing of specific client accounts (opening, closing, and transferring of accounts)
- Manage Advisors calendar, keep Advisor organized, and prep for all client meetings
- Set appointments, reschedule appointments
- Work with team on any HR issues
- Keep CRM updated with client interaction and processes
- Work independently and proactively to meet personal business goals
- Actively work with vendors associated with the firm
- Superior ability to supervise and motivate team to act towards achieving goals
- Coordinate employee training and development initiatives to enhance skills and knowledge within the organization
Salary- $70,000-$80,000 BOE
BenefitsAfter six months- 100% Healthcare premiums paid
- 3% company contribution that is 100% vested to the company 401k
Hours- 8:30am-5:00pm M-TH
- 8:30am-4:00pm F
If you meet or exceed the expectations described above, please apply today!Presented by Advisor Employee Services Thank you for your interest in the Financial Office Manager role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
- 10 Days Ago
Financial Advisor
- Allworth Financial
-
Atlanta, GA
FULL_TIME
- SUMMARY Allworth Financial, the 4th fastest growing RIA in America, is seeking an experienced financial advisor in Kennesaw to join our rapidly expanding team. At Allworth Financial, we allow our advi...
- Just Posted
Operations Associate - Financial Firm - Alpharetta, Georgia
- Advisor Employee Services
-
Alpharetta, GA
FULL_TIME
- Operations Associate Advance your career and truly make a difference! We have an exciting opportunity for an organized self-motivated individual with excellent interpersonal skills seeking to join a w...
- 1 Month Ago
Financial Advisor
- Highland Trust Partners LLC
-
Athens, GA
FULL_TIME
- Are you an experienced Financial Advisor ready to partner with a firm that empowers you to shape your future vision and define success on your terms? That’s what Highland Trust Partners is all about! ...
- Just Posted
Financial Advisor
- Edward Jones
-
Snellville, GA
FULL_TIME
- Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the...
- 10 Days Ago
Financial Advisor
- First Horizon
-
Atlanta, GA
FULL_TIME
- Location: On site at location listed in job posting. SummaryIf you are good at managing money and often get asked to help others do so, a Financial Advisor position may be a good fit for you. Taking o...
- 17 Days Ago
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0 Financial Advisor jobs found in Atlanta, GA area
Financial Advisor / Representative
- Northwestern Mutual
-
Atlanta, GA
- **Atlanta Local Candidates Only** Financial Representatives at Northwestern Mutual Atlanta help their clients live more ...
- 4/30/2024 12:00:00 AM
Client Service Associate
- Raymond James Financial Incorporated
-
Griffin, GA
- Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial S...
- 4/29/2024 12:00:00 AM
Principal Consultant - Wealth Management
- Careerbuilder
-
Atlanta, GA
- Principal Consultant - Wealth Management Work Location Atlanta, GA, Bridgewater, NJ, Chicago, IL, Dallas, TX, New York, ...
- 4/29/2024 12:00:00 AM
Experienced Financial Advisor
- Cetera Financial Group
-
Atlanta, GA
- Help your clients follow their dreams, while you create a stronger future for yourself as a financial representative wit...
- 4/27/2024 12:00:00 AM
Independent Financial Advisor - Flexible, 100% Remote
- Portfolio Archer
-
Atlanta, GA
- **Exciting Remote Opportunity Awaits: Transform Your Career Path!** **Embark on a Revolutionary Career Journey - No Prio...
- 4/27/2024 12:00:00 AM
Registered Client Advisory Center (CAC) Client Service Investment Associate - location available - Atlanta, GA; Charlotte, NC; Orlando, FL
- Truist Financial Corporation
-
Atlanta, GA
- The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. Aft...
- 4/26/2024 12:00:00 AM
Financial Advisor
- First Horizon Advisors, Inc.
-
Atlanta, GA
- Location: On site at location listed in job posting. Summary If you are good at managing money and often get asked to he...
- 4/10/2024 12:00:00 AM
Financial Advisor
- First Horizon Advisors, Inc.
-
Woodstock, GA
- Location: On site in Woodstock, GA or Marietta, GA. Summary If you are good at managing money and often get asked to hel...
- 3/14/2024 12:00:00 AM
About Atlanta, Georgia
Atlanta (/ætˈlæntə/) is the capital of, and the most populous city in, the U.S. state of Georgia. With an estimated 2017 population of 486,290, it is also the 38th most-populous city in the United States. The city serves as the cultural and economic center of the Atlanta metropolitan area, home to 5.8 million people and the ninth-largest metropolitan area in the nation. Atlanta is the seat of Fulton County, the most populous county in Georgia. A small portion of the city extends eastward into neighboring DeKalb County.
Atlanta was originally founded as the terminating stop of a major state-sp...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Advisor jobs
$48,180 to $74,147
Atlanta, Georgia area prices
were up 1.4% from a year ago
were up 1.4% from a year ago