Financial Consultant Jobs in Georgia
Financial Consultant jobs in Georgia are actively in demand, with consistent hiring concentrated in wealth management, corporate finance, and insurance-linked advisory services at levels from entry-level associate through senior advisor. Atlanta is the dominant hub, followed by Savannah and Augusta, where anchor employers such as Fidelity Investments, Truist Financial, and Primerica maintain significant operations and ongoing hiring pipelines. The most sought-after specialties in Georgia include retirement planning, tax-advantaged investment strategy, and commercial banking advisory. Find a role that fits below and apply directly.
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Our Purpose
Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Managing Consultant, Services Business Development - US Financial Institutions Multiple Openings in the Following Segments:- National Banks
- Regional Banks
- Community Institutions
Overview
Mastercard Services encompasses Mastercard's offerings beyond the transaction. We provide customers across industries and geographies with a tailored portfolio of solutions to address their business pain points.
By harnessing the power of our real-time, anonymized and aggregated transaction data, powerful software platforms and wealth of expertise, we empower customers to unlock a holistic view of consumer behavior beyond their four walls, distill actionable insights and make more data-driven decisions. With compelling offerings for financial institutions, retailers, telecommunications organizations, travel companies and more, our services drive efficiency and value and enable our customers to solve business problems from end to end.
The Managing Consultant for US Financial Institutions will lead sales to existing customers and prospects. The primary focus areas include growth of Services with existing customers and prospects.
Role:
- Manage strategic sales engagements with existing customers and prospects in a segment (i.e. National Banks, Regional Banks or Community Institutions)
- Exceed sales targets by expanding Mastercard Services offerings within a robust portfolio of existing accounts.
- Discover and articulate business needs, identifying key issues and opportunities to deliver tailored solutions.
- Craft persuasive pitches and presentations, from initial concept to polished delivery for senior and mid-level audiences.
- Guide complex projects to successful completion, identifying challenges and implementing agile solutions.
- Develop intellectual capital through thought leadership, contributing to blogs, articles, and points of view.
- Collaborate across teams to deliver innovative solutions that integrate Mastercard Services capabilities seamlessly.
All About You
- Bachelor’s degree required, advanced degree preferred.
- A strong background in payments, ideally with direct experience in Regional Banks or selling to them.
- Proven ability to build trusted, long-term partnerships with clients.
- Exceptional ability to frame opportunities from the customer’s perspective.
- Demonstrated success managing client clusters and driving growth using consultative sales approaches.
National Salary Range (Applies Regardless of Location): $139,000-$222,000 Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
Abide by Mastercard’s security policies and practices;
Ensure the confidentiality and integrity of the information being accessed;
Report any suspected information security violation or breach, and
Complete all periodic mandatory security trainings in accordance with Mastercard’s guidelines.
See All 12 Financial Consultant Jobs in Georgia
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Find Financial Consultant JobsFinancial Consultant Jobs by City in Georgia
Where Georgia roles are concentrated, by current openings.
Financial Consultant Job Market in Georgia
A snapshot from current Georgia openings, updated as new roles post.
Who's Hiring


Top Industries Hiring
- Technology & Software
What Georgia Employers Look For
The qualifications that appear most often in financial consultant jobs across Georgia.
- Active FINRA Series 65 or Series 66 license recognized in Georgia
- Bachelor's degree in finance, economics, accounting, or a closely related field
- Experience using financial planning software such as eMoney or MoneyGuidePro
- Demonstrated ability to build and manage a client book of business
- CFP designation or active progress toward Certified Financial Planner certification
- Strong knowledge of Georgia-relevant tax regulations and estate planning considerations
Financial Consultant Jobs in Georgia: Frequently Asked Questions
How do you become a financial consultant in Georgia?
To work as a financial consultant in Georgia, you typically need a bachelor's degree in finance, accounting, or economics, followed by passing the FINRA Series 65 exam to become a licensed investment adviser representative in Georgia, which is administered through the Georgia Secretary of State's Securities Division. Many employers also require or prefer the Series 66 in combination with the Series 7. Earning the CFP designation strengthens long-term career prospects in Georgia's competitive Atlanta-area market.
Which companies hire financial consultants in Georgia?
Employers hiring financial consultants in Georgia right now include Guidehouse, Fidelity Investments, and GovSense, based on current listings on Migrate Mate as of November 2026. Georgia's large insurance sector, anchored by companies headquartered in or with major operations in Atlanta, creates a particularly steady stream of openings for consultants with both investment and insurance credentials.
Which Georgia cities have the most financial consultant jobs?
Atlanta, Alpharetta, and Dunwoody have the most financial consultant openings in Georgia. Atlanta's concentration of Fortune 500 headquarters, regional bank offices, and insurance carriers drives the majority of demand, while Savannah's growing port economy and Augusta's expanding healthcare and military-adjacent financial services sector generate consistent hiring in those markets.
Are there remote financial consultant jobs in Georgia?
Yes, and more than many client-facing roles, since a meaningful portion of financial consulting work involves analysis, planning, and virtual client meetings that translate well to remote settings. About 83% of financial consultant openings tied to Georgia are remote or hybrid as of November 2026, reflecting broader industry shifts toward flexible service delivery. Portfolio management, financial planning, and back-office advisory roles are the most commonly offered in remote or hybrid formats.
How can I get hired as a financial consultant in Georgia with little or no experience?
The most realistic entry path is a financial sales associate or client services associate role at a Georgia-based firm, where you build product knowledge while studying for your Series 65. Large Georgia employers like Fidelity Investments and Truist Financial run structured associate programs that onboard candidates from adjacent roles such as banking teller, insurance agent, or accounting assistant. Passing the Series 65 before applying gives you a measurable edge over candidates who have not yet started the licensing process.
Where can I find and apply to financial consultant jobs in Georgia?
You can find and apply to financial consultant jobs in Georgia on Migrate Mate, which lists current Georgia openings across Atlanta, Savannah, Augusta, and surrounding areas. Search the listings to find roles that match your experience level and specialty, then apply directly to the ones that fit.
See All 12 Financial Consultant Jobs in Georgia
Find roles in Georgia that match your experience and apply in just a few clicks.
Find Financial Consultant Jobs