Wealth Management Associate Jobs in Georgia
Wealth Management Associate jobs in Georgia are active and competitive, concentrated in financial advisory, private banking, and investment services, with openings at every level from entry-level client service roles through senior relationship management positions. Atlanta is the dominant hiring hub, with Alpharetta and Savannah also posting consistent demand, anchored by established employers like Wells Fargo Advisors, Raymond James, and Truist Financial. The most in-demand specialties are retirement planning, high-net-worth client advisory, and portfolio analysis. Find a role that fits below and apply directly.
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Showing 5 of 22+ Wealth Management Associate jobs
Job Summary
What You'll Gain / Impact:
- Direct ownership of mission-critical billing and account lifecycle processes that drive firm revenue.
- Hands-on experience with portfolio accounting, CRM, and custodial platforms used across the wealth management industry.
- Opportunity to contribute to automation development and a Salesforce Financial Services Cloud migration that will shape how the team operates.
- A clear path to deepening your RIA operations expertise within a growing, high-caliber firm.
Key Responsibilities:
- Set up clients, households, registrations, and accounts across portfolio accounting and CRM platforms, maintaining data accuracy and system-to-system consistency.
- Process account closings and terminations, including final fee treatment and status hygiene.
- Maintain the account attributes billing depends on — fee schedule, billing group, and custodian flags — so accounts are billing-ready the day they fund.
- Run first-line quality control on new account data, including naming conventions, contact information, household grouping, and client category classification.
- Validate new and changed account records against source documentation and resolve missing or conflicting data before downstream billing or reporting is affected.
- Monitor daily account and household exception reports for orphaned registrations, duplicate records, and accounts that fail established readiness controls.
- Run the advisory fee billing cycle end to end, including pre-bill review, cash adequacy check, fee calculation review, custodial fee submission, and post-submission reconciliation.
- Own the month-over-month billing review at the household and account level, and explain every material variance before the cycle is released.
- Research fee exceptions — including partial-period billing, terminated accounts, manual adjustments, non-billable assets, and cash shortfalls — and document the final treatment before release.
- Prepare per-advisor billing review packages and respond to advisor questions on fee outcomes.
- Maintain a forward billing calendar identifying monthly and quarterly deadlines, off-cycle adjustments, and dependencies requiring advisor or accounting input.
- Track recurring billing exceptions and trend them by cause to support control enhancements or automation requirements.
- Serve as the first point of contact for advisor and service team questions on account setup, terminations, and fees
- Investigate breaks between systems and document the cause, not only the fix.
- Identify patterns in recurring inquiries and data breaks, and surface themes that warrant training, workflow. improvements, or upstream data-quality corrections.
- Escalate with a recommendation and the supporting evidence.
- Maintain standard operating procedures and checklists for every recurring process owned, keeping them current as processes evolve.
- Run Python-based operational tools in production, test enhancements, and contribute business requirements based on data findings.
- Support Salesforce Financial Services Cloud migration workstreams, including household hierarchy, account structure, billing workflow mapping, and data validation.
- Maintain recurring control evidence, exception logs, and reconciliation support so processes can be reproduced and reviewed without reliance on individual knowledge.
Candidate Qualifications:
- Two or more years in wealth management, RIA, broker-dealer, custodian, or fund administration operations.
- Hands-on experience with advisory fee billing or account onboarding at a firm running a portfolio accounting system.
- Advanced Excel skills, including lookups, pivot tables, and the ability to reconcile data sets that do not agree on the first pass.
- Demonstrated accuracy against fixed, recurring deadlines.
- Clear written communication skills sufficient for advisor-facing correspondence.
- Experience with portfolio accounting and CRM platforms such as Orion, Salesforce, Practice Engine, Tamarac, Envestnet, Addepar, or Black Diamond.
- Familiarity with custodial platforms such as Schwab Advisor Center or Fidelity Wealthscape.
- Familiarity with Form ADV, advisory fee billing requirements, or an RIA control environment.
- Comfort with or interest in tools such as Copilot, Claude, GPT, Python, SQL, or Power Query.
- Experience supporting a platform migration or firm integration.
- Bachelor's degree in finance, accounting, business, or a related field, or equivalent working experience.
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Job Summary
What You'll Gain / Impact:
- Direct ownership of mission-critical billing and account lifecycle processes that drive firm revenue.
- Hands-on experience with portfolio accounting, CRM, and custodial platforms used across the wealth management industry.
- Opportunity to contribute to automation development and a Salesforce Financial Services Cloud migration that will shape how the team operates.
- A clear path to deepening your RIA operations expertise within a growing, high-caliber firm.
Key Responsibilities:
- Set up clients, households, registrations, and accounts across portfolio accounting and CRM platforms, maintaining data accuracy and system-to-system consistency.
- Process account closings and terminations, including final fee treatment and status hygiene.
- Maintain the account attributes billing depends on — fee schedule, billing group, and custodian flags — so accounts are billing-ready the day they fund.
- Run first-line quality control on new account data, including naming conventions, contact information, household grouping, and client category classification.
- Validate new and changed account records against source documentation and resolve missing or conflicting data before downstream billing or reporting is affected.
- Monitor daily account and household exception reports for orphaned registrations, duplicate records, and accounts that fail established readiness controls.
- Run the advisory fee billing cycle end to end, including pre-bill review, cash adequacy check, fee calculation review, custodial fee submission, and post-submission reconciliation.
- Own the month-over-month billing review at the household and account level, and explain every material variance before the cycle is released.
- Research fee exceptions — including partial-period billing, terminated accounts, manual adjustments, non-billable assets, and cash shortfalls — and document the final treatment before release.
- Prepare per-advisor billing review packages and respond to advisor questions on fee outcomes.
- Maintain a forward billing calendar identifying monthly and quarterly deadlines, off-cycle adjustments, and dependencies requiring advisor or accounting input.
- Track recurring billing exceptions and trend them by cause to support control enhancements or automation requirements.
- Serve as the first point of contact for advisor and service team questions on account setup, terminations, and fees
- Investigate breaks between systems and document the cause, not only the fix.
- Identify patterns in recurring inquiries and data breaks, and surface themes that warrant training, workflow. improvements, or upstream data-quality corrections.
- Escalate with a recommendation and the supporting evidence.
- Maintain standard operating procedures and checklists for every recurring process owned, keeping them current as processes evolve.
- Run Python-based operational tools in production, test enhancements, and contribute business requirements based on data findings.
- Support Salesforce Financial Services Cloud migration workstreams, including household hierarchy, account structure, billing workflow mapping, and data validation.
- Maintain recurring control evidence, exception logs, and reconciliation support so processes can be reproduced and reviewed without reliance on individual knowledge.
Candidate Qualifications:
- Two or more years in wealth management, RIA, broker-dealer, custodian, or fund administration operations.
- Hands-on experience with advisory fee billing or account onboarding at a firm running a portfolio accounting system.
- Advanced Excel skills, including lookups, pivot tables, and the ability to reconcile data sets that do not agree on the first pass.
- Demonstrated accuracy against fixed, recurring deadlines.
- Clear written communication skills sufficient for advisor-facing correspondence.
- Experience with portfolio accounting and CRM platforms such as Orion, Salesforce, Practice Engine, Tamarac, Envestnet, Addepar, or Black Diamond.
- Familiarity with custodial platforms such as Schwab Advisor Center or Fidelity Wealthscape.
- Familiarity with Form ADV, advisory fee billing requirements, or an RIA control environment.
- Comfort with or interest in tools such as Copilot, Claude, GPT, Python, SQL, or Power Query.
- Experience supporting a platform migration or firm integration.
- Bachelor's degree in finance, accounting, business, or a related field, or equivalent working experience.
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
See All 22 Wealth Management Associate Jobs in Georgia
Find roles in Georgia that match your experience and apply in just a few clicks.
Find JobsWealth Management Associate Jobs by City in Georgia
Where Georgia roles are concentrated, by current openings.
Wealth Management Associate 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 management associate jobs across Georgia.
- Active FINRA Series 7 and Series 66 licenses recognized in Georgia
- Bachelor's degree in finance, economics, business, or a closely related field
- Experience working directly with clients in a financial services or advisory capacity
- Proficiency with financial planning software and CRM platforms used in wealth management
- Strong knowledge of investment products, asset allocation, and retirement planning strategies
- CFP designation in progress or completed is preferred by many Georgia hiring firms
Wealth Management Associate Jobs in Georgia: Frequently Asked Questions
How do you become a wealth management associate in Georgia?
Most wealth management associate roles in Georgia require passing the FINRA Series 7 and Series 66 exams, which are administered through FINRA and registered with the Georgia Secretary of State's Securities Division. Candidates typically need a bachelor's degree in finance, economics, or business and must be sponsored by a registered broker-dealer or investment adviser to sit for the exams. Many Georgia firms hire candidates into training programs and sponsor their licensing.
How much do wealth management associates make in Georgia?
Wealth management associates 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 associates in Georgia?
Employers hiring wealth management associates in Georgia right now include JPMorganChase, Morgan Stanley, and Aprio, based on current listings on Migrate Mate as of November 2026. Georgia's strong base of regional banks, independent advisory firms, and national wirehouses operating out of Atlanta and Alpharetta keeps demand for this role consistent throughout the year.
Which Georgia cities have the most wealth management associate jobs?
Atlanta, Alpharetta, and Macon have the most wealth management associate openings in Georgia. Atlanta leads by a wide margin due to its concentration of bank headquarters, independent registered investment advisers, and wealth management offices serving the metro's large affluent population, while Alpharetta draws demand from the financial services firms clustered in its suburban office corridor and Savannah reflects growing private wealth activity along the coast.
Are there remote wealth management associate jobs in Georgia?
Yes, but they're less common than in purely analytical roles because client relationship management often requires in-person meetings. About 43% of wealth management associate openings tied to Georgia are remote or hybrid as of November 2026, with remote work most often available for back-office functions like financial planning analysis, reporting, and portfolio review rather than front-line client advisory roles.
How can I get hired as a wealth management associate in Georgia with little or no experience?
The most realistic entry path is applying to new associate or client service representative programs run by large Georgia-based firms, where employers sponsor you through FINRA licensing. Truist Financial and Wells Fargo Advisors both operate structured associate programs in Atlanta that are open to recent graduates. Adjacent roles like bank teller, financial service representative, or client service associate at a brokerage are common lateral moves that build the client-facing experience Georgia hiring managers look for, and completing even the first module toward a CFP designation gives candidates a meaningful edge.
Where can I find and apply to wealth management associate jobs in Georgia?
You can find and apply to wealth management associate jobs in Georgia on Migrate Mate, which lists current Georgia openings from employers hiring now. Search the available roles, find the ones that fit your background and preferred location, and apply directly to each position.
See All 22 Wealth Management Associate Jobs in Georgia
Find roles in Georgia that match your experience and apply in just a few clicks.
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