Wealth Advisor Jobs in Georgia
Wealth Advisor jobs in Georgia are active across the state, with demand concentrated in private banking, independent financial planning firms, and insurance-linked wealth management serving the state's growing affluent and mass-affluent client base, from entry-level associate advisors through senior portfolio specialists. Atlanta leads hiring by a wide margin, followed by Savannah and Augusta, where established employers like Wells Fargo, Raymond James, and SunTrust's successor Truist Financial maintain significant advisory operations. The most in-demand specialties are retirement planning, estate and legacy planning, and high-net-worth portfolio management. Find a role that fits below and apply directly.
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Showing 5 of 10+ Wealth Advisor jobs
Company Overview
Soltis Investment Advisors is a nationwide, fee-only registered investment advisory firm managing approximately $14 billion in client assets. Since 1993 we have helped individuals and institutions create, build, and manage wealth so they can focus on life’s most important pursuits. We are seeking an energetic, driven Wealth Management Advisor to establish and grow the Soltis presence in one of our expansion markets.
Location: South Florida
Your Role
As a Wealth Management Advisor, you will:
- Execute on four proven growth strategies in your market, each supplied and funded by the firm and each supported by its own training program.
- Convert firm-supplied opportunities into funded, lasting client relationships.
- Complete Fidelity Wealth Advisor Solutions certification and serve as the Soltis representative to the Fidelity branches your office covers.
- Host a minimum of six client and prospect events each year, with the campaign, content, venue support and follow-up systems supplied by the firm.
- Maintain strong client retention by delivering responsive service, cultivating trusted relationships, and conducting regular portfolio reviews.
- Guide clients through complex financial planning needs.
- Collaborate with the wealth management team to develop customized investment portfolios that may include stocks, bonds, ETFs, structured notes, and alternative investments.
- Develop centers of influence locally, including accountants, attorneys, and other professional referral sources.
- Lead your local team of an Analyst and a Client Relationship Manager, and mentor your Analyst toward a client-facing role of their own.
Knowledge, Skills & Abilities
We are looking for individuals who blend strong presentational and sales skills along with exceptional client service and customer experience attributes.
Required Qualifications
- Bachelor’s degree.
- Series 65 registration.
- At least two to three years of experience in the financial services industry.
- Demonstrated success in building client relationships, identifying needs, and closing business.
- Resilience and self-direction, with the drive to meet and exceed a growth target.
- Established in the local market, with community ties and professional relationships to build on.
- Willingness to travel, including an initial onboarding and training program at our corporate offices in St. George, Utah, and periodic return visits thereafter.
- Ability to thrive in a fast-paced, collaborative team environment.
- Strong knowledge of investment products and financial solutions, along with effective presentation skills.
- Excellent attention to detail, interpersonal skills, and written and verbal communication abilities.
- Professionalism, reliability, and a strong work ethic.
Preferred Qualifications
- CFP® certification, or a willingness to pursue additional education and credentials.
- Prior experience presenting to groups or running client events.
- Existing client relationships are welcome but are not required. Where an advisor brings a book of business, we will discuss it separately and on its own terms.
Our Investment in You
We support our advisors with meaningful opportunities and resources, including:
- A three-person office. You, an Analyst, and a Client Relationship Manager, so that proposal work, client servicing, paperwork, cashiering and scheduling are handled around you.
- Firm-supplied lead flow. Four proven growth strategies, funded and operated by the firm, rather than a cold-calling list.
- A structured first year. Month one covers our platform, technology, process and compliance. The growth strategies then come online one at a time, so you are never asked to learn everything at once.
- Soltis University. Our internal learning platform, with continuing education and ongoing training throughout your career here.
- Office space provided. Your office opens in a professional executive suite and converts to permanent space as the market grows.
- Home-office support. The investment management, financial planning, operations, compliance and marketing resources of a $14 billion firm.
- Mentorship and career development support.
- A flexible, collaborative work culture.
- A commitment to supporting work-life balance.
Compensation and Benefits
We pay a base salary while you build, and you move to uncapped variable compensation as your practice grows. There is no ceiling on what you can earn.
- Base salary: A competitive base salary, paid from your first day.
- Variable compensation: A share of the gross revenue your client relationships produce.
- Total compensation: Competitive with market rates and market expectations for the role and your market.
Full compensation details are discussed during the interview process and set out in the offer letter.
Our robust Total Compensation package also includes:
- Health Insurance: Multiple medical plan options, with significant employer contributions toward medical, dental, and vision premiums.
- Retirement Savings: A fully vested, employer-matched retirement plan, with administration and management fees covered by the firm.
- Paid Time Off: Paid vacation, personal leave, and floating holidays, with accrual rates that increase based on years of service.
- Parental Leave: Paid maternity and paternity leave.
- Wellness & Additional Support: Wellness benefits, including health club membership reimbursement, as well as paid leave for bereavement, jury duty, and military service.
Company Overview
Soltis Investment Advisors is a nationwide, fee-only registered investment advisory firm managing approximately $14 billion in client assets. Since 1993 we have helped individuals and institutions create, build, and manage wealth so they can focus on life’s most important pursuits. We are seeking an energetic, driven Wealth Management Advisor to establish and grow the Soltis presence in one of our expansion markets.
Location: South Florida
Your Role
As a Wealth Management Advisor, you will:
- Execute on four proven growth strategies in your market, each supplied and funded by the firm and each supported by its own training program.
- Convert firm-supplied opportunities into funded, lasting client relationships.
- Complete Fidelity Wealth Advisor Solutions certification and serve as the Soltis representative to the Fidelity branches your office covers.
- Host a minimum of six client and prospect events each year, with the campaign, content, venue support and follow-up systems supplied by the firm.
- Maintain strong client retention by delivering responsive service, cultivating trusted relationships, and conducting regular portfolio reviews.
- Guide clients through complex financial planning needs.
- Collaborate with the wealth management team to develop customized investment portfolios that may include stocks, bonds, ETFs, structured notes, and alternative investments.
- Develop centers of influence locally, including accountants, attorneys, and other professional referral sources.
- Lead your local team of an Analyst and a Client Relationship Manager, and mentor your Analyst toward a client-facing role of their own.
Knowledge, Skills & Abilities
We are looking for individuals who blend strong presentational and sales skills along with exceptional client service and customer experience attributes.
Required Qualifications
- Bachelor’s degree.
- Series 65 registration.
- At least two to three years of experience in the financial services industry.
- Demonstrated success in building client relationships, identifying needs, and closing business.
- Resilience and self-direction, with the drive to meet and exceed a growth target.
- Established in the local market, with community ties and professional relationships to build on.
- Willingness to travel, including an initial onboarding and training program at our corporate offices in St. George, Utah, and periodic return visits thereafter.
- Ability to thrive in a fast-paced, collaborative team environment.
- Strong knowledge of investment products and financial solutions, along with effective presentation skills.
- Excellent attention to detail, interpersonal skills, and written and verbal communication abilities.
- Professionalism, reliability, and a strong work ethic.
Preferred Qualifications
- CFP® certification, or a willingness to pursue additional education and credentials.
- Prior experience presenting to groups or running client events.
- Existing client relationships are welcome but are not required. Where an advisor brings a book of business, we will discuss it separately and on its own terms.
Our Investment in You
We support our advisors with meaningful opportunities and resources, including:
- A three-person office. You, an Analyst, and a Client Relationship Manager, so that proposal work, client servicing, paperwork, cashiering and scheduling are handled around you.
- Firm-supplied lead flow. Four proven growth strategies, funded and operated by the firm, rather than a cold-calling list.
- A structured first year. Month one covers our platform, technology, process and compliance. The growth strategies then come online one at a time, so you are never asked to learn everything at once.
- Soltis University. Our internal learning platform, with continuing education and ongoing training throughout your career here.
- Office space provided. Your office opens in a professional executive suite and converts to permanent space as the market grows.
- Home-office support. The investment management, financial planning, operations, compliance and marketing resources of a $14 billion firm.
- Mentorship and career development support.
- A flexible, collaborative work culture.
- A commitment to supporting work-life balance.
Compensation and Benefits
We pay a base salary while you build, and you move to uncapped variable compensation as your practice grows. There is no ceiling on what you can earn.
- Base salary: A competitive base salary, paid from your first day.
- Variable compensation: A share of the gross revenue your client relationships produce.
- Total compensation: Competitive with market rates and market expectations for the role and your market.
Full compensation details are discussed during the interview process and set out in the offer letter.
Our robust Total Compensation package also includes:
- Health Insurance: Multiple medical plan options, with significant employer contributions toward medical, dental, and vision premiums.
- Retirement Savings: A fully vested, employer-matched retirement plan, with administration and management fees covered by the firm.
- Paid Time Off: Paid vacation, personal leave, and floating holidays, with accrual rates that increase based on years of service.
- Parental Leave: Paid maternity and paternity leave.
- Wellness & Additional Support: Wellness benefits, including health club membership reimbursement, as well as paid leave for bereavement, jury duty, and military service.
See All 10 Wealth Advisor Jobs in Georgia
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Find Wealth Advisor JobsWealth Advisor Jobs by City in Georgia
Where Georgia roles are concentrated, by current openings.
Wealth Advisor Job Market in Georgia
A snapshot from current Georgia openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
What Georgia Employers Look For
The qualifications that appear most often in wealth advisor jobs across Georgia.
- Active FINRA Series 65 or Series 66 registration required or obtainable within a defined period
- Bachelor's degree in finance, economics, business, or a closely related field
- CFP designation preferred or active pursuit of certification expected
- Minimum two to five years of client-facing financial planning or advisory experience
- Demonstrated ability to build and grow a book of business through referrals and prospecting
- Strong knowledge of investment products, tax planning strategies, and retirement account structures
Wealth Advisor Jobs in Georgia: Frequently Asked Questions
How do you become a wealth advisor in Georgia?
Most wealth advisor positions in Georgia require passing the FINRA Series 65 exam, which licenses you as an Investment Adviser Representative, or the Series 66 if combined with a Series 7. Georgia does not issue its own separate state wealth advisory license beyond FINRA registration and registration with the Georgia Secretary of State's Securities Division. A bachelor's degree in finance or a related field is the standard entry point, and the CFP designation meaningfully strengthens long-term career prospects.
How much do wealth advisors make in Georgia?
Wealth advisors in Georgia earn a median of about $101,450 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $46,180 for the lowest 10% to over $367,640 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire wealth advisors in Georgia?
Employers hiring wealth advisors in Georgia right now include JPMorganChase, Truist, and Huntington Bank, based on current listings on Migrate Mate as of November 2026. Georgia's strong base of regional banks, national wirehouse branches, and independent registered investment advisors across the Atlanta metropolitan area creates consistent hiring demand year-round.
Which Georgia cities have the most wealth advisor jobs?
Atlanta, Albany, and Savannah have the most wealth advisor openings in Georgia. Atlanta dominates due to its concentration of corporate headquarters, private equity firms, and major bank branches that generate high-net-worth client relationships, while Savannah and Augusta support steady advisory demand from their growing professional and retiree populations and the regional banking institutions serving them.
Are there remote wealth advisor jobs in Georgia?
Yes, but they're less common than in purely analytical roles, since wealth advising depends heavily on in-person client relationships and trust-building. About 33% of wealth advisor openings tied to Georgia are remote or hybrid as of November 2026, reflecting the industry's gradual shift toward virtual client meetings. The most remote-compatible functions tend to be financial planning analysis, investment research, and back-office client support rather than direct advisory relationship management.
How can I get hired as a wealth advisor in Georgia with little or no experience?
The most realistic entry path is a financial advisor associate or client associate role at a large Georgia-based branch of a wirehouse or regional bank, where firms like Truist and Wells Fargo run structured onboarding programs pairing new hires with senior advisors. Lateral moves from Georgia bank branch manager, insurance producer, or financial analyst positions are common routes in. Completing the Series 65 exam before applying and beginning CFP coursework signals commitment and gives candidates without direct experience a concrete hiring edge.
Where can I find and apply to wealth advisor jobs in Georgia?
You can find and apply to wealth advisor jobs in Georgia on Migrate Mate, which lists current Georgia openings across Atlanta, Savannah, Augusta, and surrounding areas. Find roles that fit your experience and specialization, then apply directly to the employers posting them.
See All 10 Wealth Advisor Jobs in Georgia
Find roles in Georgia that match your experience and apply in just a few clicks.
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