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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Showing 5 of 46+ Financial Advisor jobs
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Role Specifics:
As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you’ll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
The Merrill Advisor Development Program- Financial Advisor engages in:
- Developing a book of business in order to meet and exceed established performance hurdles
- Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
- Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
- Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
- Organizing and managing resources (time, people, budget) to run a productive practice
- Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
- Completing mandated training, assessments, performance goals and continuing education requirements
We’ll help you:
- Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.
- Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success.
- Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Responsibilities:
- Handles inbound inquiries from leads regarding Merrill offerings
- Positions the extensive capabilities of Merrill and Bank of America
- Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
- Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
- Documents all client interactions and opportunities within Salesforce accurately
Required Qualifications:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Proven ability to engage with and influence others
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
- Proven ability to assess needs and recommend appropriate solutions/interventions
- Proven ability to work collaboratively on a team and with key partners
- Proven ability to listen and probe for clarity and understanding
- Goal and results oriented
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Ability to work in an environment where the majority of your compensation is tied to your performance
- Strong follow-through skills
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
Desired Qualifications:
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
Skills:
- Business Acumen
- Business Development
- Oral Communications
- Prospecting
- Wealth Planning
- Analytical Thinking
- Client Experience Branding
- Client Investments Management
- Portfolio Analysis
- Risk Management
- Active Listening
- Client Solutions Advisory
- Emotional Intelligence
- Referral Management
- Trading
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Shift:
1st shift (United States of America)Hours Per Week:
40Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Role Specifics:
As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you’ll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
The Merrill Advisor Development Program- Financial Advisor engages in:
- Developing a book of business in order to meet and exceed established performance hurdles
- Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
- Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
- Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
- Organizing and managing resources (time, people, budget) to run a productive practice
- Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
- Completing mandated training, assessments, performance goals and continuing education requirements
We’ll help you:
- Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.
- Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success.
- Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Responsibilities:
- Handles inbound inquiries from leads regarding Merrill offerings
- Positions the extensive capabilities of Merrill and Bank of America
- Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
- Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
- Documents all client interactions and opportunities within Salesforce accurately
Required Qualifications:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Proven ability to engage with and influence others
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
- Proven ability to assess needs and recommend appropriate solutions/interventions
- Proven ability to work collaboratively on a team and with key partners
- Proven ability to listen and probe for clarity and understanding
- Goal and results oriented
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Ability to work in an environment where the majority of your compensation is tied to your performance
- Strong follow-through skills
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
Desired Qualifications:
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
Skills:
- Business Acumen
- Business Development
- Oral Communications
- Prospecting
- Wealth Planning
- Analytical Thinking
- Client Experience Branding
- Client Investments Management
- Portfolio Analysis
- Risk Management
- Active Listening
- Client Solutions Advisory
- Emotional Intelligence
- Referral Management
- Trading
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Shift:
1st shift (United States of America)Hours Per Week:
40See All 46 Financial Advisor Jobs in Georgia
Find roles in Georgia that match your experience and apply in just a few clicks.
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
- Bank of America7
- Synovus4
- Merit Financial Advisors3
- New York Life2
Top Industries Hiring
- Banking & Financial Services12
- Investment & Asset Management10
- 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, Bank of America, and Synovus, based on current listings on Migrate Mate as of November 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 Marietta 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 50% of financial advisor openings tied to Georgia are remote or hybrid as of November 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 46 Financial Advisor Jobs in Georgia
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