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Certified Financial Advisor Jobs in Decatur, GA (NOW HIRING)

Financial Advisor

Atlanta, GA · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...

Financial Advisor

Atlanta, GA · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...

Financial Advisor

Atlanta, GA · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...

Financial Advisor

Atlanta, GA · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...

Financial Advisor

Alpharetta, GA · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...

Financial Advisor

Alpharetta, GA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...

Financial Advisor

Atlanta, GA · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...

Financial Advisor

Atlanta, GA · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...

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Showing results 1-20

Certified Financial Advisor information

See Decatur, GA salary details

$35.1K

$99.7K

$140.6K

How much do certified financial advisor jobs pay per year?

As of May 29, 2026, the average yearly pay for certified financial advisor in Decatur, GA is $99,717.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,200.00 and $127,900.00 per year, depending on experience, location, and employer.

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

To thrive as a Certified Financial Advisor, you need a deep understanding of financial planning, investment strategies, and regulatory compliance, typically backed by a bachelor's degree in finance or related field and certifications like CFP (Certified Financial Planner). Familiarity with financial analysis software, portfolio management systems, and CRM platforms is commonly expected. Exceptional interpersonal skills, active listening, and ethical judgment set top advisors apart in building trust and lasting client relationships. These competencies ensure accurate financial guidance, regulatory adherence, and client satisfaction in a competitive financial services landscape.

What are some typical challenges Certified Financial Advisors face when building and managing their client base?

Certified Financial Advisors often encounter challenges such as establishing trust with new clients, differentiating themselves in a competitive market, and maintaining long-term client relationships. Building a client base requires proactive networking, consistent follow-up, and strong communication skills. Additionally, advisors must stay current with regulatory changes and market trends to provide accurate, up-to-date advice. Overcoming these challenges can lead to a rewarding career with opportunities for growth and increased responsibilities.

What is a Certified Financial Advisor?

A Certified Financial Advisor is a professional who provides guidance on managing finances, including investments, retirement planning, taxes, and estate planning. They hold recognized certifications such as the CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst), which demonstrate their expertise and adherence to ethical standards. Certified Financial Advisors work with individuals or businesses to help them achieve their financial goals through personalized advice and strategies.

What is the difference between Certified Financial Advisor vs Financial Planner?

AspectCertified Financial AdvisorFinancial Planner
CredentialsOften holds certifications like CFP, CFA, or ChFCMay hold CFP certification but not always
Work EnvironmentWorks with clients on investment, retirement, and estate planningProvides comprehensive financial planning services
Employer & Industry UsageFinancial advisory firms, banks, independent advisorsFinancial planning firms, independent planners, banks

While both roles focus on helping clients manage finances, a Certified Financial Advisor typically emphasizes investment and wealth management, often holding specific certifications. A Financial Planner offers broader financial planning services, which may or may not include the same certifications. The roles often overlap, but certifications and specific services can differ.

What are popular job titles related to Certified Financial Advisor jobs in Decatur, GA? For Certified Financial Advisor jobs in Decatur, GA, the most frequently searched job titles are:
What job categories do people searching Certified Financial Advisor jobs in Decatur, GA look for? The top searched job categories for Certified Financial Advisor jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Certified Financial Advisor jobs? Cities near Decatur, GA with the most Certified Financial Advisor job openings:

Financial Advisor - Alpharetta, GA

Advisor Talent Solutions

Alpharetta, GA

$75K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 19 days ago


Job description

Financial Advisor
Are you self managed, self-motivated, self-resourced, and service focused?
Wealth With No Regrets® in Alpharetta, GA is seeking to add a Financial Advisor to our team! We are an independent registered investment advisory firm that provides financial and retirement planning, wealth management, tax strategies, protection, and legacy planning, and fiduciary services to high- net-worth business owners, executives, professionals and independent women who have accumulated $1 million or more in savings. We oversee more than $300 million in assets (including assets under management and insurance and annuity products).
The Financial Advisor will have the opportunity to meet one on one with a steady flow of qualified prospects and be able to identify and successfully move prospects to clients by demonstrating the value of our planning strategies and help them get what they want in all areas including investing, income, taxes, protection, and legacy. Duties include working alongside the main Advisor, using tools to confidently identify opportunities amp; dangers, and taking steps to implement a plan and solutions for a Retirement Built with Confidence.
Outcome: Delivering Financial Advisory Excellence
  1. Analyzing current plans for prospective clients
  2. Preparing plans for new clients
  3. Demonstrating the value of financial planning strategies
  4. Calculating the value of tax-savvy solutions
  5. Preparing presentation materials for Financial Advisors to communicate planning strategies
The Wealth With No Regrets workplace is one where everyone’s work matters, each team member’s contributions are valued and appreciated, and together we make a difference for our clients.
Skills and experience needed:
  • Experience in the areas of financial planning, tax and accounting, business, economics, or a related field
  • Minimum of 3 years of Financial Advisory and/or Wealth Management experience
  • CFP designation is required.
  • Series 63, 65 or 66 required; Health and Life Insurance licenses required
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook) Expertise in Excel including creating formulas and building spreadsheets is very important
  • Have a desire and ability to follow a sales process and articulate financial concepts with confidence
  • Be able to demonstrate and articulate a financial plan and the benefits of it to a prospect and client
  • Ability to build a financial plan and model that includes investing, income, tax, protection, and legacy strategies
  • Possess ability for strong verbal communication and creating a relational connection with people
Duties and Responsibilities include:
  • Interpret and review client financial statements to pull the relevant information needed for evaluating current issues and opportunities
  • Organize information, build personal financial statements, and cash flow models
  • Build scenarios in financial planning software to evaluate, compare, and present planning techniques
  • Be able to follow direction and processes for gathering amp; analyzing data
  • Be comfortable around analyzing investment holdings amp; performance evaluation
  • A desire to follow a process for putting together a presentable plan design for various solutions that also shows the benefits of planning strategies
  • Assemble needed supporting materials of financial products, investments, and strategies to confirm the validity of the strategies
  • Desire to do work of excellence, meet deadlines, produce accurate work, and consistently deliver relevant materials
Salary:
• $75,000 base salary, potential to earn up to $250K
Benefits:
• 10 Paid Time Off (PTO) days and about 10 Paid Holidays per calendar year
• High-Deductible Health Plan is available
• Automatic 3% contribution to 401k after 6 months of employment
Hours:
• Monday-Friday, 9am-5pm (in office)
Presented by Advisor Employee Services Thank you for your interest in the Certified Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!