Financial Advisor Jobs in Georgia
Financial Advisor jobs in Georgia are consistently in demand, with openings at every level from entry-level associate advisors through senior wealth managers, concentrated in banking, independent wealth management, and insurance-linked financial planning. Atlanta, Alpharetta, and Savannah account for the majority of hiring activity, anchored by employers like Fiserv, Truist Financial, and Northwestern Mutual, which maintain significant Georgia footprints. The most sought-after specialties include retirement planning, investment portfolio management, and small-business financial consulting. Find a role that fits below and apply directly.
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Estate & Retirement Financial Advisor
Outside Advisor | 1099 | Pre-Set Appointments | No Prospecting | Commission-Based, $150K-300K+ Potential
Tired of paying for leads, running seminars, or chasing paperwork? This opportunity is built for experienced advisors who want to spend their time closing — not prospecting. We provide the clients, the pre-scheduled appointments, and the back-end support. You focus on advising and earning.
This is an outside advisor role: you'll meet with clients in the field — at their home or another pre-set location — as well as through pre-scheduled virtual appointments, as a 1099 independent contractor.
What You Get
- Pre-set, qualified appointments — targeting 10–12 per week, no cold calling
- No marketing costs — we handle lead generation
- Full back-office support — a dedicated Case Manager handles case design, applications, and follow-up
- Streamlined process — minimal paperwork headaches
- Access to top carriers — annuity, insurance, and retirement income solutions
- Room to grow — potential for additional sales opportunities for advisors who want to expand their book of business
Income Potential
- Commission-based — not a guaranteed salary
- Typical earnings: $150K–$250K
- Top producers: $300K+
- Actual income depends on closing skills and production; a consistent flow of pre-set appointments gives you a consistent opportunity to produce
What You'll Do
- Meet with pre-qualified prospects in the field — many already clients of our Estate Planning services — interested in retirement and estate planning
- Recommend annuity, insurance, and retirement income strategies based on client needs, including Roth conversions
- Close business and maintain client relationships
- Work alongside a dedicated Case Manager and Appointment Setter
Requirements
- Active Health & Life license (required)
- Series 65, Series 7 & 66, or similar (ChFC, RICP a plus or willing to obtain)
- Familiarity with Roth conversions and retirement income planning
- Proven sales experience with a consultative, needs-based approach
- Clean U4 (if currently registered)
- Reliable transportation and willingness to travel to meet clients within your territory, with occasional overnight stays as needed
If you're ready to step into a system where the appointments are set, the support is built in, and your income is tied to production — not prospecting — apply now.
See All 52 Financial Advisor Jobs in Georgia
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Find Financial Advisor JobsFinancial Advisor Jobs by City in Georgia
Where Georgia roles are concentrated, by current openings.
Financial Advisor Job Market in Georgia
A snapshot from current Georgia openings, updated as new roles post.
Who's Hiring
- First Command Financial Services10
- Northwestern Mutual9
- Bank of America4
- United Placement3U
- Merit Financial Advisors3
Top Industries Hiring
- Banking & Financial Services13
- Investment & Asset Management11
- Insurance2
- Education1
What Georgia Employers Look For
The qualifications that appear most often in financial advisor jobs across Georgia.
- Active FINRA Series 7 and Series 66 licenses required or must be obtained within 90 days
- Bachelor's degree in finance, economics, accounting, or a related field preferred by most employers
- Experience using financial planning software such as eMoney, MoneyGuidePro, or Salesforce Financial Services Cloud
- Ability to build and maintain a client book through referrals, networking, and community outreach
- CFP designation strongly preferred for senior or fiduciary-facing financial advisor roles
- Georgia insurance license required for roles that include annuity or life insurance product recommendations
Financial Advisor Jobs in Georgia: Frequently Asked Questions
How do you become a financial advisor in Georgia?
Becoming a financial advisor in Georgia typically starts with earning a bachelor's degree in finance, business, or economics, then passing the FINRA Series 7 and Series 66 exams, which are required for most advisory and securities-registered roles in the state. Candidates register with FINRA and, if handling insurance products, obtain a Georgia insurance license through the Georgia Office of Insurance and Safety Fire Commissioner. Many employers also expect or require a CFP designation for client-facing advisory positions.
Which companies hire financial advisors in Georgia?
Employers hiring financial advisors in Georgia right now include First Command Financial Services, Northwestern Mutual, and Bank of America, based on current listings on Migrate Mate as of September 2026. Georgia's concentration of bank headquarters, independent broker-dealers, and national insurance carriers in the Atlanta metro makes it one of the more active hiring markets in the Southeast.
Which Georgia cities have the most financial advisor jobs?
Atlanta, Alpharetta, and Macon have the most financial advisor openings in Georgia. Atlanta dominates due to its concentration of bank and insurance carrier regional headquarters, while Alpharetta's financial technology corridor attracts wealth management and fintech-integrated advisory roles, and Savannah's growing professional services sector supports a smaller but consistent hiring base.
Are there remote financial advisor jobs in Georgia?
Yes, though they are less common than in purely analytical roles because financial advising is largely relationship-driven and many employers require in-person client meetings. About 47% of financial advisor openings tied to Georgia are remote or hybrid as of September 2026, with remote arrangements most common in financial planning, portfolio review, and virtual client advisory functions rather than new-client acquisition or branch-based roles.
How can I get hired as a financial advisor in Georgia with little or no experience?
The most realistic entry path is joining a large Georgia-based firm as a client associate, financial advisor trainee, or associate financial representative, roles that provide supervised licensing support and structured mentorship. Employers like Northwestern Mutual's Atlanta and Savannah agencies and Truist Financial run formal new-advisor development programs that sponsor Series 7 and Series 66 exam preparation. Candidates who already hold a Georgia insurance license or a relevant finance degree have a measurable edge in the applicant pool.
Where can I find and apply to financial advisor jobs in Georgia?
You can find and apply to financial advisor jobs in Georgia on Migrate Mate, which lists current Georgia openings updated regularly. Search the available roles, identify the ones that match your experience and credentials, and apply directly to the employers posting them.
See All 52 Financial Advisor Jobs in Georgia
Find roles in Georgia that match your experience and apply in just a few clicks.
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