UNKNOWN

FEED

YEAR

If you've been looking for a financial services role where accuracy actually matters, where you're trusted to handle real work without someone looking over your shoulder, and where the team is small enough that you can see the difference you make every day, this might be the one. Our lead advisor is also an estate planning attorney, which means our clients get something most firms can't offer: a single team that handles both their financial planning and their legal needs.

Bill Good Marketing

Client Service Associate - Fouts Law Group

Workable

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Corient

Client Service Specialist II

ea_via_bold

FULL_TIME

Portfolio Operations & Support Assist in the day-to-day management and monitoring of client portfolios, including trade execution, settlements, cash management, tax lost harvesting, and rebalancing. | Licensing | Incumbent must be contracted to the Northwestern Mutual Wealth Management Company (NMWMC) as an Associate Wealth Management Advisor (AWMA) and complete appropriate contracting and registration requirements to include: Employed by a NMWMC Advisor.

Rowan Capital Group

Investment Operations and Portfolio Specialist

Build and maintain a strong partnership with Regional Managing Director (RMD) counterparts to proactively identify advisor and client needs and implement solutions that drive business success and an exceptional client experience. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Cresset Capital Management LLC

REGIONAL MANAGING DIRECTOR, CLIENT SERVICE

linkup_via_bold

ADAPTED_NOW

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. 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.

Osaic

Senior Estate Planning Strategist

nas_advisorgrouporganic

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met.

The Colony Group, LLC

Client Service Specialist

Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.

Mercer Advisors

Regional Vice President, Community (Atlanta, GA)

Focus Partners Wealth

sourcestack_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. Responsibilities: Provide leading service and support experiences for our advisors while answering questions, researching issues and completing transactions.

Osaic Inc

IA Operations Specialist

The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 .

Edelman Financial Engines

Director, Financial Planning (Atlanta or Duluth, GA)

Translate client business objectives and commercial targets (e.g., asset growth and net flows, advisor engagement, new accounts, qualified pipeline, customer lifetime value) into clear media strategies, investment frameworks, and budget and channel allocations. Cross-channel fluency across paid social, search, programmatic, CTV and online video, audio, and content partnerships, with enough platform knowledge (e.g., LinkedIn, Meta, Google, DV360, The Trade Desk) to direct and pressure-test activation.

Prophet

Associate Media Director

Nice to have: experience reaching financial advisors and institutional audiences; experience growing client relationships or supporting new business; familiarity with ABM, intent data (e.g., 6sense, Bombora), and CRM platforms (e.g., Salesforce, Marketo). The right person thinks like a business advisor first: someone who can explain to a CMO or head of distribution how media is moving the numbers they care about, who uses AI-powered tools to work faster and smarter, and who builds a team that does the same.

Senior Media Director

As a ledger-native system of record, Gridline provides a single source of truth that tracks the entire investment lifecycle down to the transaction layer, enabling RIAs, family offices, and private banks to manage their private markets business in one place. This is an externally facing role for an experienced seller who understands the specific nuances of how RIAs buy technology that serves as the core engine to build, launch, run, and manage private market vehicles.

Gridline

Sr. Account Executive (SaaS Sales)

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.

Citigroup Inc.

Citi Private Bank - Uhnw Private Banker - Director / MD

OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. Maintain a working understanding of all OneDigital internal and partner systems impacting sales and service efficiency and client experience including CRM, investment, financial planning, advanced planning, compliance, corporate finance, and IT.

OneDigital

Client Service Manager

OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. Maintain a working understanding of all OneDigital internal and partner systems impacting sales and service efficiency and client experience including CRM, investment, financial planning, advanced planning, compliance, corporate finance, and IT. .

OneDigital Investment Advisors

This leader partners closely with Financial Advisors, Relationship Managers, and other client-facing teams to provide expert guidance, identify client needs, and enhance the organization's capability to deliver comprehensive, risk-managed insurance solutions. Identify, evaluate, and manage relationships with Independent Marketing Organizations (IMOs), Brokerage General Agencies (BGAs), and carrier partners to expand the divisions product capabilities, distribution reach, and non-interest income potential.

United Bank, Inc. (Inactive)

Director of Insurance Solutions

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 37 markets throughout the United States, as well as an office in London. Position: A Private Advisor team within Rockefeller Global Family Office is seeking a Financial Planning and Investment Associate to support both the advisory and client relationship management functions of the practice.

Rockefeller Capital Management

Financial Planning and Investment Associate

[AW]-iCims

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. Summary: The Senior Finance Manager, M&A will play a leadership role in executing the firm's inorganic growth strategy through the acquisition of Registered Investment Advisors (RIAs), independent advisor practices, OSJs, and wealth management businesses.

Senior Finance Manager, M&A

Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Wealth Advisor Jobs in Georgia

Client Service Associate - Fouts Law Group Bill Good Marketing

Client Service Specialist II Corient

Investment Operations and Portfolio Specialist Rowan Capital Group

REGIONAL MANAGING DIRECTOR, CLIENT SERVICE Cresset Capital Management LLC

Senior Estate Planning Strategist Osaic

Client Service Specialist The Colony Group, LLC

Regional Vice President, Community (Atlanta, GA) Mercer Advisors

Client Service Specialist Focus Partners Wealth

IA Operations Specialist Osaic Inc

Director, Financial Planning (Atlanta or Duluth, GA) Edelman Financial Engines

Associate Media Director Prophet

Senior Media Director Prophet

Sr. Account Executive (SaaS Sales) Gridline

Citi Private Bank - Uhnw Private Banker - Director / MD Citigroup Inc.

Client Service Manager OneDigital

Client Service Manager OneDigital Investment Advisors

Director of Insurance Solutions United Bank, Inc. (Inactive)

Financial Planning and Investment Associate Rockefeller Capital Management

Senior Finance Manager, M&A Osaic

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Similar Job Searches

Stand out to leading employers.