Client Advisor Jobs in Georgia
Client Advisor jobs in Georgia are consistently active, with strong demand concentrated in financial services, wealth management, retail banking, and luxury goods across Atlanta, Savannah, and Augusta. Major employers with a lasting Georgia presence include Wells Fargo, Bank of America, and Edward Jones, all of which maintain regional offices and branch networks that regularly hire at both entry and senior levels. The most in-demand specialties are personal banking, investment advisory, and high-net-worth client relations. See the openings below and apply to the ones that match your experience.
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Showing 5 of 26+ Client Advisor jobs
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Leads the Client Process Management Process within the client team to identify new business development opportunities
- Sources new clients in alignment with the bank's established risk appetite
- Leads the client team to deliver meaningful interactions and a Branded Client Experience
- Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
- Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
Required Qualifications:
- Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
- 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
- Ability to drive new business development for target client segment ($3MM++ investable assets)
- Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
- High touch, client-focused individual with exceptional interpersonal skills
- Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
- Ability to influence; proactively asks for and closes business
- Solutions oriented; sales and financial aptitude a must
- Must be a skilled negotiator
- Ability to work with and identify the need for team specialists; collaborate closely with other team members
- Takes on a leadership role on the team and within the business community
Desired Qualifications:
- MBA or Post-Graduate Degree
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
Skills:
- Business Development
- Client Management
- Client Solutions Advisory
- Prospecting
- Wealth Planning
- Analytical Thinking
- Oral Communications
- Referral Management
- Relationship Building
- Risk Management
- Active Listening
- Attention to Detail
- Collaboration
- Decision Making
- Loan Structuring
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Leads the Client Process Management Process within the client team to identify new business development opportunities
- Sources new clients in alignment with the bank's established risk appetite
- Leads the client team to deliver meaningful interactions and a Branded Client Experience
- Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
- Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
Required Qualifications:
- Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
- 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
- Ability to drive new business development for target client segment ($3MM++ investable assets)
- Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
- High touch, client-focused individual with exceptional interpersonal skills
- Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
- Ability to influence; proactively asks for and closes business
- Solutions oriented; sales and financial aptitude a must
- Must be a skilled negotiator
- Ability to work with and identify the need for team specialists; collaborate closely with other team members
- Takes on a leadership role on the team and within the business community
Desired Qualifications:
- MBA or Post-Graduate Degree
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
Skills:
- Business Development
- Client Management
- Client Solutions Advisory
- Prospecting
- Wealth Planning
- Analytical Thinking
- Oral Communications
- Referral Management
- Relationship Building
- Risk Management
- Active Listening
- Attention to Detail
- Collaboration
- Decision Making
- Loan Structuring
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40See All 26 Client Advisor Jobs in Georgia
Find roles in Georgia that match your experience and apply in just a few clicks.
Find Client Advisor JobsClient Advisor Jobs by City in Georgia
Where Georgia roles are concentrated, by current openings.
Client Advisor Job Market in Georgia
A snapshot from current Georgia openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
What Georgia Employers Look For
The qualifications that appear most often in client advisor jobs across Georgia.
- Active Series 7 or Series 65 license recognized by Georgia DBAF preferred for investment roles
- Bachelor's degree in finance, business, or a related field from an accredited institution
- Two or more years of client-facing financial services or advisory experience
- Demonstrated ability to manage a client portfolio and meet retention targets
- Proficiency with CRM platforms such as Salesforce or Orion
- Strong written and verbal communication skills suited to a diverse Georgia clientele
Client Advisor Jobs in Georgia: Frequently Asked Questions
How do you become a client advisor in Georgia?
Most Georgia employers require a bachelor's degree in finance, business, or economics alongside a FINRA license such as the Series 7 or Series 65 for roles that involve securities or investment advice. Licensing is overseen at the federal level through FINRA, but Georgia-based advisors who manage investment accounts must also register with the Georgia Secretary of State's Securities and Charities Division. Candidates who complete both steps are eligible for the majority of advisory openings in the state.
Which companies hire client advisors in Georgia?
Georgia client advisor roles are posted by JPMorganChase, Acrisure, and Bessemer Trust and others right now, based on current listings on Migrate Mate as of September 2026. Georgia's dense concentration of regional bank branches, independent wealth management firms, and Fortune 500 corporate headquarters means openings appear across a wide range of employer sizes and specialties.
Which Georgia cities have the most client advisor jobs?
Atlanta, Marietta, and Savannah have the most client advisor openings in Georgia. Atlanta dominates due to its concentration of bank headquarters, financial services firms, and large corporate campuses, while Savannah's growth in logistics and coastal wealth management and Augusta's established medical and financial services sector both generate steady advisory hiring outside the metro.
Are there remote client advisor jobs in Georgia?
Yes, but they're less common than in purely digital fields because client advisory work often involves in-person relationship management. About 50% of client advisor openings tied to Georgia are remote or hybrid as of September 2026, reflecting employer preference for some face-to-face client contact. Roles focused on inbound service, digital wealth platforms, or commercial lending support tend to offer the most flexibility.
How can I get hired as a client advisor in Georgia with little or no experience?
The most realistic entry path is a personal banker or financial services representative role at a Georgia branch of a large retail bank, where formal training programs replace prior advisory experience. Wells Fargo and Bank of America both run structured new-associate programs at their Georgia locations that move candidates toward full advisory responsibilities within a defined timeline. Completing a Series 7 or Series 65 exam before applying, even without employer sponsorship, gives candidates a concrete edge over those who have not yet started the licensing process.
Where can I find and apply to client advisor jobs in Georgia?
You can find and apply to client advisor jobs in Georgia on Migrate Mate, which lists current openings from employers hiring in the state right now. Search the listings, find the roles that fit your background and location, and apply directly to the ones that match.
See All 26 Client Advisor Jobs in Georgia
Find roles in Georgia that match your experience and apply in just a few clicks.
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