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Associate Financial Advisor Jobs in Georgia (NOW HIRING)

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Associate Financial Advisor information

See Georgia salary details

$32.5K

$56.7K

$95K

How much do associate financial advisor jobs pay per year?

As of Jul 19, 2026, the average yearly pay for associate financial advisor in Georgia is $56,706.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,800.00 and $69,700.00 per year, depending on experience, location, and employer.

What does an Associate Financial Advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

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

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an Associate Financial Advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
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Associate Financial Advisor jobs near you
Financial Aid Advisor (Online Division)

Financial Aid Advisor (Online Division)

Herzing University

Atlanta, GA

$20.54 - $27.78/hr

Full-time

Medical, Retirement, PTO

Re-posted yesterday

Job description

Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu > Myself > My Company > View Opportunities to apply using the internal application process.


To participate in a remote work arrangement, employees must reside in the United States. No remote work arrangement will be considered for working from outside the United States.

This is a customer service position assisting a diverse student population. In this role you will guide students through the financial aid process and counsel prospective and current students through funding options.  Financial Advisors receive onboarding support through our On the Job Training Program and have opportunity for growth by means of our Career Pathways.


It's preferred that candidates are located near the Herzing University markets:

Akron, OH 
Clarksville, TNNew Orleans (Metairie), LA
Atlanta, GA 
Kenosha, WI Orlando (Winter Park), FL
Birmingham, AL 
Madison, WI Tampa, FL Brookfield, WI Nashville, TN 

Schedule: A 40 hour work-week schedule will be determined based on preference and business needs falling during typical business hours for Herzing's Online Division, with one shift with evening hours and minimal Saturday hours required..

Requirements: 

  • Great customer services skills and experience. 
  • Excellent organizational and time management skills. 
  • Excellent critical thinking skills. 
  • Exceptional knowledge of Microsoft Office including Word, Excel and Outlook. 
  • Experience/knowledge of Student Information Systems (CampusNexus & Regent preferred). 

          Associate Financial Aid Advisor: 

          • Bachelor’s degree preferred. 

          Financial Aid Advisor: 

          • Title IV administration/VA certifying official preferred. 
          • Bachelor’s degree preferred. 

              The level a final candidate will be hired at will be dependent on qualifications and prior applicable experience. 

              Compensation is determined based on the qualifications, experience, and circumstances of each hire. It is uncommon for new employees to start near the top of the salary range. We offer a comprehensive benefits package, including a tuition waiver and reimbursement program, health insurance, paid time off, and a retirement savings plan. The hourly pay range for this position is $20.54 to $27.78 (Associate level) or $21.74 to $29.42(Advisor level).

              Herzing University is committed to providing a diverse environment and is dedicated to fostering a culture and atmosphere of mutual respect.  It provides an inclusive and collegial community where individuals are valued, heard and empowered to contribute to the effectiveness of the institution.

              Physical Requirements:

              • Must be able to remain in a stationary position most of the time.
              • Must be able to occasionally move around the work location.
              • Constantly operates office and/or teach equipment which may include computers, copiers, fax machines, audio/visuals.
              • Frequently uses voice and hearing to communicate with students, staff or colleagues face-to-face or over the telephone.
              • Visually or otherwise identify, observe and assess.
              • Occasionally move, carry, or lift 10 pounds.

              Applicants must be authorized to work for any employer in the U.S. We do not sponsor or take over sponsorship of an employment Visa at this time.

              It is the university’s practice to recruit and hire without discrimination because of skin color, gender, religion, LGBTQi2+ status, disability status, age, national origin, veteran status, or any other status protected by law.  https://www.herzing.edu/about/diversity

              Herzing University prohibits sex-based discrimination in any education program or activity that it operates. Individuals may report concerns or questions to the Title IX Coordinator. The notice of nondiscrimination is located at https://www.herzing.edu/title-ix.

              Apply