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Associate Financial Advisor Jobs in Gainesville, GA

HomeTrust Bank

Financial Advisor

Alpharetta, GA · On-site

Job Summary The Financial Advisor offers appropriate investment products to existing and ... by an associate to successfully perform the essential functions of this job. HomeTrust Bank ...

HomeTrust Bank

Financial Advisor

Alpharetta, GA

Job Summary The Financial Advisor offers appropriate investment products to existing and ... by an associate to successfully perform the essential functions of this job. HomeTrust Bank ...

Piedmont University

Financial Aid Advisor

Demorest, GA · On-site

$17.50 - $22.50/hr

... the Associate Director or Director of * Financial Aid including helping manage various types of financial aid * Participate in night and weekend events hosted by the University * Travel to Athens ...

Morgan Stanley

VEA - Team Manager

Alpharetta, GA · On-site

The Virtual Engagement Associate Program (VEA) was launched to support experienced Financial Advisors by executing aspects of their individual business development strategies. By leveraging Morgan ...

New

Morgan Stanley

VEA - Team Manager

Alpharetta, GA · On-site

The Virtual Engagement Associate Program (VEA) was launched to support experienced Financial Advisors by executing aspects of their individual business development strategies. By leveraging Morgan ...

New

Monitise

Product Solutions Advisor

Alpharetta, GA · On-site

$90K - $144K/yr

We connect financial institutions, corporations, merchants and consumers to one another millions of ... For incentive eligible associates, the successful candidate is eligible for an annual incentive ...

Vankirk Electric

Financial Project Analyst

Winder, GA · On-site

Research and advise on overages, losses, and other financial issues. Responsibilities: * Work ... Associates or bachelor's degree in Business, Finance, Accounting, or related field required * Keen ...

H&R Block

Tax Associate

Blue Ridge, GA · On-site

$50K - $67K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Gainesville, GA

Associate Financial Advisor information

See Gainesville, GA salary details

$35.9K

$62.6K

$104.9K

How much do associate financial advisor jobs pay per year?

As of Sep 4, 2026, the average yearly pay for associate financial advisor in Gainesville, GA is $62,621.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,300.00 and $76,900.00 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 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.

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 the most commonly searched types of Financial Advisor jobs in Gainesville, GA?

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

What are popular job titles related to Associate Financial Advisor jobs in Gainesville, GA?

For Associate Financial Advisor jobs in Gainesville, GA, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Gainesville, GA look for?

The top searched job categories for Associate Financial Advisor jobs in Gainesville, GA are:

What cities near Gainesville, GA are hiring for Associate Financial Advisor jobs?

Cities near Gainesville, GA with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Gainesville, GA as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $62,621 per year, or $30.1 per hour.

Financial Advisor

HomeTrust Bank

Alpharetta, GA • On-site

Full-time

Re-posted 24 days ago

HomeTrust Bank rating

8.4

Company rating: 8.4 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

39th of 174 rated banks

Job description

Job Summary
The Financial Advisor offers appropriate investment products to existing and prospective clients and provides ongoing service to all existing clients. They are responsible for identifying and understanding client needs and objectives, and for making appropriate investment/insurance recommendations consistent with compliance standards. Financial Advisors work collaboratively with line of business partners to identify and drive opportunities and expand relationships.
Key Responsibilities / Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Consult on investment and insurance strategies, as well as the development of financial plans for clients.
  • Meet annual revenue/pipeline goals and corresponding sales activity including developing sales plans, executing regular calling programs, and analyzing customer and market needs.
  • Own the client experience, efficiently handling sales and service, identifying sales, executing opportunities, and making referrals to internal business partners.
  • Acquire, expand, and maintain client relationships through business development and client networking.
  • Maintain compliance with all applicable bank, broker/dealer, and state and federal regulations associated with the sale of investment and insurance products.
  • Provide leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans.
  • Attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program.
  • Develop and execute business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services.
  • Hold frequent client appointments, seminars, and branch training sessions to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products.
  • Regularly meet with branch managers and other internal business partners to communicate and review business results and pipeline management.
  • Maintain confidentiality and security of sensitive information.
  • Adhere to all corporate policies and procedures, Federal and State regulations and laws.
  • Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws.
  • Complete all mandatory annual compliance training.
  • Perform other duties and special projects as assigned.

Job Requirements
Education:
  • Bachelor's degree required.

Required:
  • 2 years of related sales experience and/or financial services experience.
  • FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses.
  • Applicable state life and health licenses.
  • Ability to provide sound financial recommendations and guidance to clients.
  • Ability to foster and cultivate relationships with prospective and existing customers.
  • Ability to communicate effectively and clearly to a broad range of existing and potential customers.
  • Ability to acquire and maintain changing product information for all products supported, as well as maintaining a broad knowledge of the industry and the ability to keep informed of trends and developments.
  • Excellent organizational, interpersonal, sales, presentation, and relationship management skills.
  • Excellent written, verbal, problem-solving, and analytical skills.
  • Ability to maintain and grow referral networks.
  • Proficient in Microsoft Office products.
  • Ability to maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations.

About HomeTrust Bank
HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Learn more at www.htb.com. Apply today to take your first steps towards joining this talented population of employees within a growing organization.
Work Environment, Physical Requirements
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees.
  • This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
  • Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
  • Physical activity requiring reaching, sifting, lifting to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required.
  • The employee will frequently communicate and must be able to exchange accurate information with others.
  • The employee may need to move around their office to attend meetings and to access files, machinery, or other job-related tools.

DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.
HomeTrust Bank values and promotes diversity and inclusion in every aspect of our business and at every level within the company. We recruit, hire, and promote employees based on their individual ability and experience and in accordance with Affirmative Action and Equal Employment Opportunity laws and regulations. Our policy is that we do not discriminate on the basis of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, pregnancy, marital status, status as a protected veteran, or any other status protected by federal, state, or local law.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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