Wealth Management Associate Jobs in Atlanta, GA
Wealth Management Associate jobs in Atlanta are in strong demand, concentrated in Buckhead, Midtown, and the Central Perimeter corridor across private banking, independent advisory firms, and regional wealth management divisions. Employers actively hiring include JPMorganChase, Morgan Stanley, and Aprio. Find a role that fits below and apply directly.
Find JobsOverview
Open roles22
Top employerJPMorganChase
Work type80% Hybrid
Top credentialBachelor's degree
Companies hiring10
Showing 5 of 22+ Wealth Management Associate jobs
Operations Analyst, Wealth Management
We won't show you this job again
Added 3d ago
Aprio
Operations Analyst, Wealth Management
Atlanta, Georgia
Added 3d ago
Associate Trader, Wealth Management
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Added 2w ago
Aprio
Associate Trader, Wealth Management
Atlanta, Georgia
Added 2w ago
Wealth Management Advisor - Atlanta, GA
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Added 3w ago
Soltis Investment Advisors
Wealth Management Advisor - Atlanta, GA
Atlanta, Georgia
Added 3w ago
Wealth Management Advisor II
We won't show you this job again
Added 3w ago
Fifth Third Bank
Wealth Management Advisor II
Atlanta, Georgia
Added 3w ago
Wealth Management Analyst
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Added 3w ago
Morgan Stanley
Wealth Management Analyst
Atlanta, Georgia
Added 3w ago
Added 3d ago
Operations Analyst, Wealth Management
Aprio·Atlanta, Georgia
Job functions:
Hybrid
Bachelor's degree in finance
1,001-5,000 employees
Job Description
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Job Summary
Aprio is seeking an Operations Analyst to join the Wealth Management Operations team, where you will own the day-to-day execution of the client account lifecycle and the advisory fee billing cycle. Your work will serve as the revenue-bearing foundation of the client relationship — ensuring accounts are established accurately, billing cycles run on time, and every exception is researched and resolved with a clear, documented recommendation.
You will function as the frontline operational owner for these processes, partnering with wealth management advisors and client service teams to deliver accurate, timely results every billing period. This role is well-suited for an operations professional with RIA or wealth management experience who takes pride in precision, process ownership, and building repeatable, audit-ready work.
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:
Account Lifecycle Administration:
- 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.
Advisory Fee Billing:
- 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.
Exception Research & Advisor Support:
- 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.
Controls & Documentation:
- 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.
Preferred:
- 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.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- 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
What’s in it for you:
- 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.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
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.
Aprio
Operations Analyst, Wealth Management
Atlanta, Georgia
Added 3d ago1,001-5,000 employees
Job functions:
Hybrid
Bachelor's degree in finance
Job Description
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Job Summary
Aprio is seeking an Operations Analyst to join the Wealth Management Operations team, where you will own the day-to-day execution of the client account lifecycle and the advisory fee billing cycle. Your work will serve as the revenue-bearing foundation of the client relationship — ensuring accounts are established accurately, billing cycles run on time, and every exception is researched and resolved with a clear, documented recommendation.
You will function as the frontline operational owner for these processes, partnering with wealth management advisors and client service teams to deliver accurate, timely results every billing period. This role is well-suited for an operations professional with RIA or wealth management experience who takes pride in precision, process ownership, and building repeatable, audit-ready work.
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:
Account Lifecycle Administration:
- 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.
Advisory Fee Billing:
- 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.
Exception Research & Advisor Support:
- 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.
Controls & Documentation:
- 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.
Preferred:
- 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.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- 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
What’s in it for you:
- 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.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
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.
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Find JobsWealth Management Associate Job Market in Atlanta
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
Wealth Management Associate Jobs in Atlanta: Frequently Asked Questions
How do I get a wealth management associate job in Atlanta?
Atlanta's strongest hiring comes from Buckhead's private banking corridor, independent registered investment advisors in Midtown, and the large financial services firms anchored in the Central Perimeter. Candidates with a Series 65 or CFP coursework completed stand out locally. Targeting community banks and credit unions expanding their wealth divisions, alongside the major wirehouse branches concentrated in Buckhead, gives you the widest realistic pipeline in this market.
Which companies hire wealth management associates in Atlanta?
Companies currently hiring wealth management associates in Atlanta include JPMorganChase, Morgan Stanley, and Aprio, per current listings on Migrate Mate as of November 2026. Atlanta's market is a mix of national wirehouses with large local branch offices, regional banks with dedicated wealth divisions, and boutique independent advisory firms, particularly concentrated in Buckhead and Midtown.
Are there remote wealth management associate jobs in Atlanta?
Yes, though with limits: wealth management associate roles are moderately remote-friendly for analytical and portfolio support tasks, but client-facing responsibilities typically require in-person work. About 80% of wealth management associate openings tied to Atlanta are remote or hybrid as of November 2026, with hybrid arrangements most common among larger firms in the Central Perimeter. Research, reporting, and CRM-focused positions are the most likely to offer flexible arrangements locally.
How can I get a wealth management associate job in Atlanta with little or no experience?
The most realistic entry path in Atlanta is through client service associate or operations roles at the wirehouse branches and regional bank wealth divisions concentrated in Buckhead. Many Atlanta firms hire through internship-to-full-time pipelines, and credit unions expanding their wealth management offerings often take on entry-level candidates with a finance or economics background. Completing Series 65 exam prep before applying and highlighting any client-facing experience in banking or financial services gives you a concrete edge over other entry-level candidates in this market.
Which industries hire the most wealth management associates in Atlanta?
The sectors hiring the most wealth management associates in Atlanta are Banking & Financial Services, based on current listings on Migrate Mate as of November 2026. Atlanta's role as a regional financial hub for the Southeast, combined with its concentration of corporate headquarters and high-net-worth individuals in Buckhead and Sandy Springs, sustains steady demand across these sectors.
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