Wealth Management Advisor Jobs in Georgia
Wealth Management Advisor jobs in Georgia are active and competitive, with demand concentrated in private banking, independent advisory firms, and the insurance-linked wealth sector that Georgia's economy has long supported, covering roles from entry-level client associates through senior portfolio advisors. The heaviest hiring is in Atlanta, Alpharetta, and Savannah, where firms like Truist Financial, Fidelity Investments, and Raymond James maintain established Georgia operations. Retirement planning, high-net-worth client management, and fee-based financial planning are the specialties appearing most consistently in Georgia listings. Find a role that fits below and apply directly.
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Showing 5 of 12+ Wealth Management Advisor jobs
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
Responsible for working with two or more Wealth Advisors to enable the delivery of advice and solutions to high net worth clients, identify new prospects, and develop new business. Client assets under management range from $1M+, $5MM+, and $20MM+ and include some of the most complex relationships within Truist.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Assist multiple Wealth Advisors in a select geography. Responsible for proactively helping identify new Wealth prospects for the team, develop pitch books, developing and deepening client relationships through needs-based, high-level client service and delivery of the full suite of Truist Wealth solutions.
2. Work in close partnership with Truist Wealth Advisor teammates to coordinate comprehensive wealth management advice and solutions by utilizing objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to affluent and high net worth individuals.
3. Focus on identifying prospects for the Advisor teams to support business development efforts to include both internal and external partners.
4. Participates in a "One Team" approach to deliver the full suite of Truist Wealth solutions
5. Continuously acts as a culture champion that is aligned with Truist’ s Purpose, Mission and Values
6. Works with Advisor team to proactively establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, and other Truist teams as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team
7. Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs
8. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance
9. Works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships and business practices
10. Using sound judgment on expense and operational efficiency
11. Participate and complete in all required in-person, on-line and virtual training sessions.
12. It is the expectation that individuals in this role will progress to a Wealth Advisor role, managing a book of business, after 18 to 24 successful months as a Wealth Advisor Associate.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor’s degree required with an overall minimum 3.0 GPA
2. Great networking business development and relationship building skills
3. Strong work ethic and strong drive to succeed; competitive, self-motivated and results-oriented
4. Excellent verbal, written and presentation skills
5. Must successfully obtain and maintain the following licenses during the first 130 days of the program: SIE, Series 7, 63, 65, Life, Health, Variable
6. FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Candidates will have 60 days from their start date to transfer, or 100 days from their start date to acquire, all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed
7. Ability to thrive and actively participate on a team
8. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
9. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
Preferred Qualifications:
1. Bachelor's Degree in Business, Finance or Economics
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
Responsible for working with two or more Wealth Advisors to enable the delivery of advice and solutions to high net worth clients, identify new prospects, and develop new business. Client assets under management range from $1M+, $5MM+, and $20MM+ and include some of the most complex relationships within Truist.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Assist multiple Wealth Advisors in a select geography. Responsible for proactively helping identify new Wealth prospects for the team, develop pitch books, developing and deepening client relationships through needs-based, high-level client service and delivery of the full suite of Truist Wealth solutions.
2. Work in close partnership with Truist Wealth Advisor teammates to coordinate comprehensive wealth management advice and solutions by utilizing objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to affluent and high net worth individuals.
3. Focus on identifying prospects for the Advisor teams to support business development efforts to include both internal and external partners.
4. Participates in a "One Team" approach to deliver the full suite of Truist Wealth solutions
5. Continuously acts as a culture champion that is aligned with Truist’ s Purpose, Mission and Values
6. Works with Advisor team to proactively establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, and other Truist teams as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team
7. Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs
8. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance
9. Works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships and business practices
10. Using sound judgment on expense and operational efficiency
11. Participate and complete in all required in-person, on-line and virtual training sessions.
12. It is the expectation that individuals in this role will progress to a Wealth Advisor role, managing a book of business, after 18 to 24 successful months as a Wealth Advisor Associate.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor’s degree required with an overall minimum 3.0 GPA
2. Great networking business development and relationship building skills
3. Strong work ethic and strong drive to succeed; competitive, self-motivated and results-oriented
4. Excellent verbal, written and presentation skills
5. Must successfully obtain and maintain the following licenses during the first 130 days of the program: SIE, Series 7, 63, 65, Life, Health, Variable
6. FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Candidates will have 60 days from their start date to transfer, or 100 days from their start date to acquire, all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed
7. Ability to thrive and actively participate on a team
8. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
9. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
Preferred Qualifications:
1. Bachelor's Degree in Business, Finance or Economics
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
See All 12 Wealth Management Advisor Jobs in Georgia
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Find JobsWealth Management Advisor Jobs by City in Georgia
Where Georgia roles are concentrated, by current openings.
Wealth Management 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
- Investment & Asset Management
What Georgia Employers Look For
The qualifications that appear most often in wealth management advisor jobs across Georgia.
- Active FINRA Series 65 or Series 66 license recognized in Georgia required
- Bachelor's degree in finance, economics, business, or a closely related field
- CFP designation or active progress toward Certified Financial Planner certification
- Demonstrated experience managing client portfolios or delivering financial planning services
- Strong knowledge of investment products, estate planning concepts, and tax-advantaged accounts
- Ability to build and retain a client book through referrals and relationship management
Wealth Management Advisor Jobs in Georgia: Frequently Asked Questions
How do you become a wealth management advisor in Georgia?
To work as a wealth management advisor in Georgia, you typically need a bachelor's degree in finance, economics, or a related field and must pass the FINRA Series 65 exam to register as an Investment Adviser Representative, which is overseen in Georgia by the Georgia Secretary of State's Securities Division. Many advisors also hold the Series 7 license for broader product access. Earning the CFP designation strengthens long-term career prospects and is increasingly expected by Georgia's larger advisory firms.
How much do wealth management advisors make in Georgia?
Wealth management 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 management advisors in Georgia?
Employers hiring wealth management advisors in Georgia right now include JPMorganChase, Truist, and Synovus, based on current listings on Migrate Mate as of October 2026. Georgia's deep base of insurance companies, regional banks, and independent registered investment advisors creates a consistently broad employer pool beyond the large national wirehouses.
Which Georgia cities have the most wealth management advisor jobs?
Atlanta, Albany, and Marietta have the most wealth management advisor openings in Georgia. Atlanta dominates because it is home to the Southeast headquarters of major banks, insurance carriers, and independent advisory firms, while Alpharetta's financial services corridor draws boutique RIAs and fintech-adjacent wealth platforms, and Savannah's growth as a coastal business hub has expanded private client services demand there.
Are there remote wealth management advisor jobs in Georgia?
Yes, but they're limited. About 0% of wealth management advisor openings tied to Georgia are remote or hybrid as of October 2026, reflecting that client-facing relationship work typically favors in-person contact. The portions of the role most suited to remote or hybrid arrangements include financial plan preparation, investment research, and back-office client reporting rather than new client acquisition or ongoing relationship management.
How can I get hired as a wealth management advisor in Georgia with little or no experience?
The most realistic entry path is joining a large Georgia-based firm as a client associate or financial advisor trainee, roles that Truist Financial, Fidelity Investments, and Raymond James regularly post in Atlanta and Alpharetta specifically for candidates building their careers. Lateral moves from banking relationship manager or insurance sales roles are also well-recognized by Georgia hiring managers. Completing the Series 65 exam before applying and beginning CFP coursework gives candidates a measurable edge in a competitive applicant pool.
Where can I find and apply to wealth management advisor jobs in Georgia?
You can find and apply to wealth management advisor jobs in Georgia on Migrate Mate, which lists current Georgia openings across Atlanta, Alpharetta, Savannah, and other markets statewide. Find roles that fit your experience and credentials and apply directly to the employers posting them.
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