UNKNOWN

FEED

Client Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. <br><br>The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Wealth Advisor, Schwab Wealth Advisory

FULL_TIME

OTHER

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor

equestftpin

Advanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*

Truist Bank

Wealth Advisor III - Atlanta

ea_via_bold

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. This position will specifically work with existing financial professionals who need internal succession and continuity assistance, as well as advisors who want to sell their businesses internally and/or acquire businesses inside or outside of the Osaic network.

YEAR

Osaic Inc

Succession & Acquisition Consultant

This role is designed for individuals who are committed to becoming future lead advisors and who want to build deep technical planning expertise, strengthen client-facing skills, and gain hands-on exposure to the full Allworth operating model. The Associate Advisor plays a key role on our centralized planning team, partnering closely with our Financial Advisors to deliver an exceptional service and advice experience to Allworth’s on-plan asset management clients.

Allworth Financial

Associate Advisor

greenhouse_via_bold

This role drives large-case production through advanced sales strategies, estate planning, and premium finance solutions by delivering targeted agent engagement, hands-on client-facing support, and comprehensive training for agents and field leadership. In this role, you will support and enable our agents by delivering expertise, training, and premium finance solutions that drive growth, production, and long-term success across the enterprise.

There are few Fortune 100 companies as renowned as we are for our diverse culture, training, and career opportunities. So it should not be surprising that when you work at New York Life—whether as an agent or one of our valued corporate employees—you’re backed by unyielding support, development, and resources. Start here to discover the right career track for you.

New York Life Insurance Co

Corporate Vice President, Advanced Planning Consultant

Blue Trust provides wealth management and trust services informed by biblical principles to help clients make wise financial decisions, live generously, and steward a lasting legacy. Working knowledge of various income tax filings, investment asset classes, portfolio reporting, trust and estate administration, financial planning and wealth transfer concepts, and other industry specific terminology.

Ronald Blue & Co.

ADAPTED_NOW

Osaic

nas_advisorgrouporganic

Time Management: Ability to set an operating cadence for a book of business-prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps-while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.

Sr Manager, Wealth Advisor Schwab Wealth Advisory

The following are helpful, but not required: • Experience distributing managed accounts, separately managed accounts, wrap programs, asset management solutions or related wealth management offerings. The Wealth & Asset Management Solutions (WAMS) team, part of Wealth & Advice Solutions (WAS), distributes and supports proprietary and selected third-party asset management products and services across multiple channels.

Charles Schwab

Regional Director, Wealth and Asset Management

Ivy Exec

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. You will use your knowledge of investments, financial planning, and risk management to both advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals.

Aprio

Wealth Advisor

Through this structured, immersive multi-month training program, participants will gain a comprehensive understanding of Pathstone's integrated wealth management platform, including Investment Research & Portfolio Construction, Financial Planning & Professional Services, Business Development & Practice Management, and Client Advisory & Relationship Management. Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.

Pathstone Family Office

Vice President, Client Advisory

The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Partner with key stakeholders, including but not limited to virtual advice leadership, training and human resources, to enhance the performance of the virtual advisor team, supporting their personal success in achieving sales targets and career objectives.

Thrivent Financial for Lutherans

Manager, Virtual Advice (Hybrid)

This position is with Castle Wealth Partners an independent wealth management firm affiliated with NewEdge Advisors, a premier RIA platform. The person we hire will learn the business from the client service side first, then move into planning and client-facing advisory work as they demonstrate capability.

CrossMMG, LLC

Relationship Manager

Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. Loan Officer Requirements: · An active NMLS/MLO license (required).·

Caliver Beach Mortgage

Atlanta Regional Loan Officer

Partner across the organization, sitting in design review with architects, advising product managers and engineering teams on security and compliance implications of new features, briefing executives on emerging AI threats, mentoring junior security engineers and collaborating with the AI team on securing ML pipelines. The Staff Product Security Engineer will drive security review, threat modeling programs, lead penetration testing, manage PSIRT operations, champion secure AI adoption and establish security guardrails for AI powered products and AI assisted development workflows within a highly regulated financial services environment.

Greenlight Financial Technology Inc

Staff Product Security Engineer

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. This will include trading mutual funds, exchange traded funds, equities, and individual bonds for client accounts ensuring adherence with Merit’s trade policies and procedures as well as client investment policies.

Merit Financial Advisors

Trader/ Investment Operations Associate

Comeet

Develop personalized financial plans and budgets based on clients’ needs, incorporating investment strategies, retirement planning, tax planning, estate planning and risk management to achieve their financial goals. As an Associate Wealth Advisor, you will play a key role in providing comprehensive financial planning services to our clients, helping them achieve their financial goals, and secure their financial future.

Waverly Advisors

Associate Wealth Advisor

The ideal candidate will have hands-on experience conducting initial consultations with clients, developing legacy planning solutions, drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters with professionalism and empathy. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Aprio Technologies, Inc.

Estate Planning Attorney

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Position Responsibilities: Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies.

Financial Planner Jobs in Atlanta, GA

Wealth Advisor, Schwab Wealth Advisory The Charles Schwab Corp

J.P. Morgan Wealth Management - Private Client Advisor JPMorgan Chase Bank, N.A.

Wealth Advisor III - Atlanta Truist Bank

Succession & Acquisition Consultant Osaic Inc

Associate Advisor Allworth Financial

Corporate Vice President, Advanced Planning Consultant New York Life Insurance Co

Associate Advisor Ronald Blue & Co.

Succession & Acquisition Consultant Osaic

Sr Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab Corp

Regional Director, Wealth and Asset Management Charles Schwab

Wealth Advisor Aprio

Vice President, Client Advisory Pathstone Family Office

Manager, Virtual Advice (Hybrid) Thrivent Financial for Lutherans

Relationship Manager CrossMMG, LLC

Atlanta Regional Loan Officer Caliver Beach Mortgage

Staff Product Security Engineer Greenlight Financial Technology Inc

Trader/ Investment Operations Associate Merit Financial Advisors

Associate Wealth Advisor Waverly Advisors

Estate Planning Attorney Aprio Technologies, Inc.

Estate Planning Attorney Aprio

Similar Job Searches

See More Jobs

Stand out to leading employers.