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Advisor Jobs in Decatur, GA (NOW HIRING)

Summary: Osaic's Advisor Support team provides high-quality support to financial professionals by responding to inbound phone inquiries and accurately processing service-related forms and ...

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do.

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. Wearen'tyour typical wealth management firm. Our intense client focus is at the center of everything we do.

Financial Advisor Opportunity Experienced Advisors & Career Changers Welcome Build Your Future with Independence, Support, and Unlimited Growth Local Candidates Only At The Piedmont Group, we believe ...

Financial Advisor

Dunwoody, GA · On-site

$70K - $160K/yr

Description Financial Advisor Opportunity Experienced Advisors & Career Changers Welcome Build Your Future with Independence, Support, and Unlimited Growth Local Candidates Only At The Piedmont Group ...

Most financial advisor posts sound the same. They talk about upside opportunity, training, income potential, and making an impact. That all matters, but here is what matters more: Do you actually ...

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Financial Advisor

Atlanta, GA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

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Advisor information

What are Advisors and what do they do?

Advisors are professionals who provide expert guidance and recommendations in a specific field such as finance, education, business, or career planning. Their main role is to help clients or organizations make informed decisions by analyzing information, assessing needs, and offering tailored advice. Advisors may work independently or as part of a larger team, and their responsibilities can include researching solutions, developing strategies, and supporting clients through complex decision-making processes.

What is the work of advisors?

Advisors provide guidance and expert recommendations to clients or organizations to help them achieve their goals. They analyze information, develop strategies, and communicate solutions, often using specialized knowledge or certifications. Their work may involve meetings, research, and ongoing support to ensure effective decision-making.

What degree do you need to be an advisor?

To become an advisor, a bachelor's degree in a relevant field such as business, finance, or counseling is typically required. Some advisory roles may prefer or require advanced degrees or certifications, depending on the industry and specialization.

What is the difference between Advisor vs Consultant?

AspectAdvisorConsultant
CredentialsOften requires industry-specific certifications or experienceTypically holds specialized degrees or certifications depending on the field
Work EnvironmentProvides ongoing guidance, often in a strategic or advisory capacityOffers project-based solutions, analysis, and recommendations
Employer & Industry UsageUsed across finance, education, and corporate sectors for ongoing supportCommon in management, IT, and business sectors for specific projects
Search & Comparison IntentPeople compare Advisor vs Consultant to understand roles and responsibilitiesOften compared to Advisors for clarity on scope and engagement

In summary, Advisors typically provide ongoing, strategic guidance and are involved in long-term planning, while Consultants focus on project-specific solutions and analysis. Both roles require relevant credentials and are used across various industries, but their engagement styles differ.

How does an Advisor typically collaborate with other departments or teams within an organization?

Advisors frequently work cross-functionally, partnering with a variety of departments such as operations, finance, and human resources to provide informed guidance and support. Effective Advisors build strong relationships with team members, attend interdepartmental meetings, and contribute their expertise to help shape organizational strategies or solve complex problems. This collaborative approach not only enhances decision-making but also ensures that recommendations are aligned with the organization's broader goals. Regular communication and adaptability are key, as Advisors must tailor their advice to different audiences and evolving business needs.

What is the job of an advisor?

An advisor is a professional who provides guidance, recommendations, and expertise to clients or organizations to help them achieve their goals. They analyze information, develop strategies, and communicate solutions, often requiring strong communication and problem-solving skills. Advisors can work in various fields such as finance, education, or management, and may hold certifications relevant to their area of expertise.

What are the key skills and qualifications needed to thrive as an Advisor, and why are they important?

To thrive as an Advisor, you need expertise in the relevant subject area, strong analytical abilities, and typically a relevant degree or certification. Familiarity with data analysis tools, customer relationship management (CRM) systems, and industry-specific software is common. Excellent communication, active listening, and problem-solving skills help Advisors build trust and provide tailored guidance. These skills are essential for delivering effective recommendations, fostering client relationships, and driving positive outcomes.

What Does an Advisor Do?

Depending on the industry, an Advisor has a variety of responsibilities in their role. You find Advisors in business, education, and many other fields. In general, an Advisor is someone who has deep industry knowledge or specializes in a specific area, and then uses their knowledge to the benefit of other people or organizations. You meet with clients to understand the challenges they may be facing, as well as the goals and needs they may have. Once you understand your client’s needs, you put together a strategy for overcoming those challenges or a plan for meeting the goals. If the client faces adversity along the way, the Advisor may work to devise practical and actionable solutions to continue on the path to success.

How to get a job as an advisor?

To become an advisor, candidates typically need relevant education or experience in the field they wish to advise on, such as finance, management, or counseling. Building strong communication, analytical skills, and obtaining certifications related to the specific advisory role can improve job prospects. Applying through company websites, networking, and demonstrating expertise in interviews are common steps to secure an advisor position.
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 are popular job titles related to Advisor jobs in Decatur, GA? For Advisor jobs in Decatur, GA, the most frequently searched job titles are:
What job categories do people searching Advisor jobs in Decatur, GA look for? The top searched job categories for Advisor jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Advisor jobs? Cities near Decatur, GA with the most Advisor job openings:
Infographic showing various Advisor job openings in Decatur, GA as of July 2026, with employment types broken down into 87% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 71% Physical, 3% Hybrid, and 26% Remote job distribution.
Advisor Support Representative

Advisor Support Representative

Advisor Group

Atlanta, GA • On-site

$53K - $55K/yr

Part-time

Medical, Dental, Vision, Retirement

Posted 15 days ago


Job description

Current Employees and Contractors Apply Here
Osaic Careers
Customer Service Opportunity in Financial Services
Advisor Support Representative
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work on this schedule.
Osaic is not considering remote candidates at this time
Role Type: Full-time, Non-Exempt
Salary: $53,000-$55,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days, and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.
Summary:
Osaic's Advisor Support team provides high-quality support to financial professionals by responding to inbound phone inquiries and accurately processing service-related forms and documentation. Our ideal candidate is excited to support the thriving businesses of Osaic's Financial Professionals, acting as a key point of contact for their office.
Starting your career within Osaic's Service Call Center provides a strong foundation for long-term growth within the firm. In this role, you'll build a deep base of knowledge by supporting advisors and their teams, learning core service processes, and developing expertise across Osaic's platforms, products, and policies. The Service Call Center is designed as an entry point to the organization, offering hands-on experience, ongoing training, and exposure to multiple areas of the business. As you develop your skills and discover your strengths, you'll have opportunities to expand your responsibilities and explore diverse career paths across Osaic, shaping a future that aligns with your ambitions and potential.
Education Requirements:
High School Diploma or equivalent (GED) required
Responsibilities:
Customer Support & Phone Inquiries
  • Answer inbound calls from financial professionals in a courteous, professional, and timely manner
  • Respond to questions regarding accounts, products, services, and procedures
  • Research and resolve issues efficiently, escalating complex matters as needed
  • Document all interactions accurately in internal systems

Form Processing & Administrative Support
  • Review, verify, and process service forms and requests submitted by financial professionals
  • Follow established workflows and service-level agreements to meet turnaround time expectations
  • Communicate with financial professionals regarding missing information or required corrections

Quality & Compliance
  • Adhere to company policies, regulatory requirements, and data privacy standards
  • Maintain accuracy and attention to detail in all customer interactions and transactions
  • Participate in ongoing training to stay current on products, systems, and procedures

Collaboration & Continuous Improvement
  • Work closely with internal teams to resolve inquiries and improve service delivery
  • Identify trends or recurring issues and provide feedback to leadership
  • Contribute to a positive team environment and customer-focused culture

Basic Requirements:
  • Customer-focused mindset
  • Attention to detail and accuracy
  • Problem-solving and critical-thinking skills
  • Time management and organizational skills
  • Motivated individuals looking to grow a career in the Financial Services industry
  • Minimum 1 year providing customer service; including, proven results in bringing solutions to challenging issues experience
  • Proficient with Windows Microsoft Excel, Word, Outlook and Internet
  • Ability to verbally communicate effectively with the Advisors regarding service issues
  • Ability to read & interpret company policies, operations manuals, Pershing manuals, & technical guides

Preferred Requirements:
  • Minimum 1 years' experience of brokerage experience
  • Completion of the FINRA SIE exam
  • FINRA Series 7
  • Experience with Envestnet / Wealth Management Platform
  • Bachelor's degree in business, Finance or related field is preferred
  • Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations

Current Employees and Contractors Apply Here

Advisor Group logo

About Advisor Group

Sourced by ZipRecruiter

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

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