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Financial Advisor Assistant Jobs in Georgia (NOW HIRING)

Merit Financial Advisors

Financial Advisor

Albany, GA · On-site

The position:  The Financial Advisor is a fully licensed financial professional who manages a book of business, develops new client relationships, and provides comprehensive financial advice. This ...

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Financial Advisor Assistant information

See Georgia salary details

$24.1K

$45.8K

$76.8K

How much do financial advisor assistant jobs pay per year?

As of Aug 10, 2026, the average yearly pay for financial advisor assistant in Georgia is $45,803.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,600.00 and $53,200.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial advisor assistant, and why are they important?

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

What does an assistant to a financial advisor do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, managing client records, and conducting research on investment options. They often use financial planning software and require strong organizational and communication skills. The role may also involve handling administrative tasks and ensuring compliance with industry regulations.

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

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

What are the most commonly searched types of Financial Advisor jobs in Georgia? The most popular types of Financial Advisor jobs in Georgia are:
What are popular job titles related to Financial Advisor Assistant jobs in Georgia? For Financial Advisor Assistant jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Assistant jobs in Georgia look for? The top searched job categories for Financial Advisor Assistant jobs in Georgia are:
What cities in Georgia are hiring for Financial Advisor Assistant jobs? Cities in Georgia with the most Financial Advisor Assistant job openings:
What are popular job titles related to Financial Advisor Assistant jobs in GA? For Financial Advisor Assistant jobs in GA, the most frequently searched job titles are:
Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Georgia as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, 1% Temporary, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $45,803 per year, or $22 per hour.

Financial Advisor

Merit Financial Advisors

Albany, GA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Job description

The Company:

Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.

Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.

Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.

The position:

The Financial Advisor is a fully licensed financial professional who manages a book of business, develops new client relationships, and provides comprehensive financial advice. This role is responsible for deepening client relationships through personalized planning and investment strategies. Lead Advisors are expected to meet production goals, participate in business development activities, and serve as the primary advisor to their assigned clients.

Responsibilities:

  • Manage a personal book of business with full client relationship ownership.
  • Provide holistic financial planning, investment management, and risk analysis.
  • Develop new business through networking, referrals, and marketing initiatives.
  • Conduct client meetings to deliver tailored financial recommendations.
  • Collaborate with internal teams to ensure seamless client service delivery.
  • Achieve production and revenue targets as established by firm leadership.
  • Stay informed on industry developments, compliance requirements, and market conditions.
  • Mentor junior advisors and team members.

*Please note the role will vary, grow and change and is not limited to the items above.

Salary + Benefits:

  • Competitive, based on experience
  • Medical Insurance
  • Dental/Vision Insurance
  • Life & Personal Accident Insurance
  • Short-term Disability Insurance
  • Long-term Disability Insurance
  • Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
  • 401(k) Plan with company matching
  • Paid Time Off (PTO) and paid holidays

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.

Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.

Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market

Compensation: Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process.







Requirements:

Requirements:

  • Bachelor’s degree in Finance, Business, or related field.
  • Active Series 65 license, Series 66 license, CFP designation, CFA designation, ChFC designation, or CIC designation required.
  • Proven track record in financial advising and business development.
  • Exceptional relationship management and consultative sales skills.
  • Demonstrate excellent oral, written, and interpersonal communication skills
  • Possess a willingness to learn firm technologies