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, Bank of America, and Truist. Find a role that fits below and apply directly.
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Showing 5 of 19+ Wealth Management Associate jobs
INTRODUCTION
The Wealth Management Portfolio Manager is responsible for constructing and managing discretionary investment portfolios for high-net-worth individuals and institutions. This position has responsibility for leading the development of the investment strategy for new and existing clients. Additionally, this position supports Private Bankers and Trust Officers on all Investment Management & Trust sales opportunities and client relationship review meetings.
ROLE AND RESPONSIBILITIES
- Design, construct, and manage client investment portfolios in line with clients’ financial goals.
- Execute trades and rebalance portfolios to maintain optimal asset allocation.
- Complete investment and client reviews annually or as required.
- Communicate with clients to understand their financial objectives and explain investment strategies and performance.
- Monitor investment performance of portfolios and adjust as necessary.
- Ensure compliance with the relevant regulations and company’s standards.
- Collaborate with the investment team and other internal partners to enhance the client experience.
- Monitor and analyze financial markets, trends, and economic indicators.
- Continually build a network of internal and external sources to acquire new client relationships.
- Stay informed on legal and regulatory changes affecting investment management.
- Drive business results and acquire new assets, both from existing client base and new client acquisition.
- Actively participate in community activities and events with purpose of visibility in the community and prospects.
BASIC QUALIFICATIONS
- Undergraduate degree in business related field or equivalent experience.
- Five plus years investment management or investment advisory experience.
- Deep knowledge of investment strategies including alternative investments.
- Detailed understanding of performance measurement concepts and methodologies.
- Strong knowledge of investment management and wealth planning concepts.
- Proven track record in cultivating new and existing client relationships.
- Good interpersonal skills to represent the bank positively in dealing with clients.
- Excellent analytical, quantitative, verbal, and written communication skills.
PREFERRED QUALIFICATIONS
- Preferred degree or designations, MBA, CFA, CIMA, and/or CFP certification.
CONDITIONS OF EMPLOYMENT
- Must be able to pass a criminal background & credit check.
- This is a full-time, non-remote position.
FLSA Status: Exempt
Pay Range: USD $0.00 - USD $0.00 /Yr.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
INTRODUCTION
The Wealth Management Portfolio Manager is responsible for constructing and managing discretionary investment portfolios for high-net-worth individuals and institutions. This position has responsibility for leading the development of the investment strategy for new and existing clients. Additionally, this position supports Private Bankers and Trust Officers on all Investment Management & Trust sales opportunities and client relationship review meetings.
ROLE AND RESPONSIBILITIES
- Design, construct, and manage client investment portfolios in line with clients’ financial goals.
- Execute trades and rebalance portfolios to maintain optimal asset allocation.
- Complete investment and client reviews annually or as required.
- Communicate with clients to understand their financial objectives and explain investment strategies and performance.
- Monitor investment performance of portfolios and adjust as necessary.
- Ensure compliance with the relevant regulations and company’s standards.
- Collaborate with the investment team and other internal partners to enhance the client experience.
- Monitor and analyze financial markets, trends, and economic indicators.
- Continually build a network of internal and external sources to acquire new client relationships.
- Stay informed on legal and regulatory changes affecting investment management.
- Drive business results and acquire new assets, both from existing client base and new client acquisition.
- Actively participate in community activities and events with purpose of visibility in the community and prospects.
BASIC QUALIFICATIONS
- Undergraduate degree in business related field or equivalent experience.
- Five plus years investment management or investment advisory experience.
- Deep knowledge of investment strategies including alternative investments.
- Detailed understanding of performance measurement concepts and methodologies.
- Strong knowledge of investment management and wealth planning concepts.
- Proven track record in cultivating new and existing client relationships.
- Good interpersonal skills to represent the bank positively in dealing with clients.
- Excellent analytical, quantitative, verbal, and written communication skills.
PREFERRED QUALIFICATIONS
- Preferred degree or designations, MBA, CFA, CIMA, and/or CFP certification.
CONDITIONS OF EMPLOYMENT
- Must be able to pass a criminal background & credit check.
- This is a full-time, non-remote position.
FLSA Status: Exempt
Pay Range: USD $0.00 - USD $0.00 /Yr.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
See All 19 Wealth Management Associate Jobs in Atlanta
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Find JobsWealth Management Associate Job Market in Atlanta
Who's Hiring
- JPMorganChase3
- Bank of America3
- Truist2
- United Community Bank2
- PwC1
Top Industries Hiring
- Banking & Financial Services11
- Investment & Asset Management6
- Fintech3
- Technology & Software1
- Construction & Real Estate1
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, Bank of America, and Truist, per current listings on Migrate Mate as of June 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 9% of wealth management associate openings tied to Atlanta are remote or hybrid as of June 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, Investment & Asset Management, and Fintech, based on current listings on Migrate Mate as of June 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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