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Advisor Assistant Jobs in Decatur, GA (NOW HIRING)

Brighton Jones

Advisor - Atlanta

Atlanta, GA · On-site

... , Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA) * Works with Tax ... Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades ...

Brighton Jones

Advisor - Atlanta

Atlanta, GA · On-site

... , Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA) * Works with Tax ... Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades ...

Brighton Jones

Advisor - Atlanta

Atlanta, GA

... , Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA) * Works with Tax ... Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades ...

Your Health

Senior Solutions Advisor

Marietta, GA · On-site

$129K - $129K/yr

We are seeking a Senior Solutions Advisor to assist with the needs for our patients in the Marietta area. The Senior Solutions Advisor (SSA) is a trusted resource and advisor for patients and ...

Car Spa, Inc.

Service Advisor

Marietta, GA · On-site

$15 - $17/hr

Join Car Spa, Inc. as a Service Advisor and turn every customer interaction into a sales ... Maintain a clean and organized work area * Assist with general site operations as needed What We're ...

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All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Decatur, GA

Advisor Assistant information

See Decatur, GA salary details

$27.8K

$53K

$88.8K

How much do advisor assistant jobs pay per year?

As of Sep 8, 2026, the average yearly pay for advisor assistant in Decatur, GA is $52,961.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $61,500.00 per year, depending on experience, location, and employer.

What is an advisor assistant?

Advisor Assistants are professionals who support financial advisors or other types of consultants in their daily tasks. Their responsibilities typically include scheduling meetings, preparing client reports, maintaining records, handling client communications, and performing administrative duties. By managing these tasks, Advisor Assistants help ensure that advisors can focus on providing quality advice and service to their clients. They play a crucial role in keeping the workflow efficient and organized within advisory firms or departments.

What does an advisor assistant do?

Advisor Assistants often handle a variety of administrative and client-support duties throughout the day, such as scheduling meetings, preparing client documentation, and processing paperwork. They frequently collaborate with financial advisors and other team members to ensure client needs are met efficiently and all compliance requirements are followed. Regular communication with clients to gather information or provide updates is also common. This role requires a strong attention to detail and the ability to manage multiple priorities in a fast-paced office environment.

What are the key skills and qualifications needed to thrive as an advisor assistant?

To excel as an Advisor Assistant, you typically need strong organizational abilities, attention to detail, and a background in business administration or finance. Familiarity with CRM software, scheduling tools, and financial planning systems is commonly required. Excellent communication, discretion, and proactive problem-solving are standout soft skills in this role. These competencies are crucial for supporting advisors efficiently, managing client interactions, and ensuring seamless operations in a fast-paced environment.

What is the difference between Advisor Assistant vs Financial Advisor?

AspectAdvisor AssistantFinancial Advisor
CredentialsOften no formal certification required, but some may have FINRA licensesTypically requires certifications like Series 7, Series 66, or CFP
Work EnvironmentSupport role within financial firms, assisting advisorsClient-facing role providing financial planning and investment advice
Employer & Industry UsageUsed in banks, investment firms, and financial planning companiesEmployed in similar settings, focusing on client financial strategies

In summary, an Advisor Assistant primarily supports financial advisors with administrative and research tasks, often without requiring extensive certifications. In contrast, a Financial Advisor directly interacts with clients, offering personalized financial planning and investment advice, usually holding relevant licenses and certifications.

How much do advisor assistants get paid?

Advisor assistants typically earn between $35,000 and $55,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced assistants or those in high-demand areas can earn higher salaries. Compensation often includes benefits such as health insurance and retirement plans.

What are the most commonly searched types of Advisor jobs in Decatur, GA?

The most popular types of Advisor jobs in Decatur, GA are:

What cities near Decatur, GA are hiring for Advisor Assistant jobs?

Cities near Decatur, GA with the most Advisor Assistant job openings:

Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in Decatur, GA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $52,961 per year, or $25.5 per hour.

Advisor - Atlanta

Brighton Jones

Atlanta, GA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 27 days ago

Job description

Ready to make a meaningful impact?
At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive "Best Places to Work" awards including Inc.com's 2025 list, as well as national honors for community impact.
We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam.
We are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients.
Take our Values in Action Self-Assessment to see how our values align!
Your Role:
  • Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough
  • Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas
  • Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies
  • Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software
  • Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances
  • Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts
  • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation
  • Seeks out leadership roles in the team and firm projects/assignments
  • Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support
  • Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically
  • Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation
  • Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA)
  • Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation
  • Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately
  • Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM
  • Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.

Your Experience:
  • 4 + years of experience in financial planning, wealth management or a related industry preferred
  • Undergraduate degree required
  • Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required.
  • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job
  • Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively
  • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.

Skills & Attributes
  • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows
  • Exceptional communication skills, both written and verbal, with clients and co-workers
  • Exceptional interpersonal skills and demonstrated teamwork mentality
  • Must be able to project a capable and trustworthy image
  • Must be a self-starter and proactively manage workload, communications, and ownership of tasks
  • Commitment to excellence and high standards
  • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
  • A high degree of personal integrity, maturity, and acute attention to detail
  • Strong analytical and problem-solving skills

Compensation, Benefits, and Perks:
  • Pay: $85,000 - $135,000 per year
  • Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest.

Ownership & Financial Wellbeing
  • Fully paid medical, dental, and vision coverage for employees
  • 401(k) with 100% match up to 3% of annual compensation
  • Equity ownership opportunities for every employee
  • New Business Incentive Program
  • Generous employee referral bonus
  • Cell phone data reimbursement
  • Financial planning services discount for employees and immediate family members

Time & Flexibility
  • Minimum 3 weeks PTO starting Day 1
  • Winter Break, Summer Friday flex-days, and 10 paid holidays
  • Unlimited Volunteer Time Off plus company grant matching
  • Heavily subsidized transit

Growth & Development
  • 100% reimbursement for required training, certifications, licensing, and dues
  • Personal career development plans
  • Richer Life Business Partner (coaching for all employees)
  • Mindful Emotional & Social Intelligence training
  • Annual professional & personal wellbeing stipend

Connection & Community
  • Quarterly team-building events
  • Regular social events
  • Employee-led book clubs, committees, and affinity groups

Family & Milestones
  • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
  • Adoption benefits
  • Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.
Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.
To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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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