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Senior Client Advisor Jobs in Decatur, GA (NOW HIRING)

NFP Corp

Senior Retirement Plan Advisor

Atlanta, GA

$75K - $132K/yr

This role involves independently managing and nurturing established client relationships, primarily ... Senior Advisors are encouraged to pursue new business opportunities and may earn commissions ...

NFP Corp

Senior Retirement Plan Advisor

Atlanta, GA · On-site

$75K - $132K/yr

This role involves independently managing and nurturing established client relationships, primarily ... Senior Advisors are encouraged to pursue new business opportunities and may earn commissions ...

Aon

Senior Retirement Plan Advisor

Atlanta, GA · On-site

$75K - $132K/yr

Senior Advisors are encouraged to pursue new business opportunities and may earn commissions ... Addressing client inquiries related to compliance and plan design while delivering proactive ...

Miller Zell

Account Director

Atlanta, GA · On-site

This role serves as the advisor to senior client stakeholders, shaping programs that enhance customer experience, improve branch performance, and drive measurable business outcomes. The Account ...

Miller Zell

Account Director

Atlanta, GA

This role serves as the advisor to senior client stakeholders, shaping programs that enhance customer experience, improve branch performance, and drive measurable business outcomes. The Account ...

Zelis

Senior Solution Advisor, Payment Integrity

Atlanta, GA · Remote

$131K - $131K/yr

In this role, the Senior Solution Advisor will support the Sales and Client Management teams primarily as a Subject Matter Expert on the Payment Integrity portfolio. The Senior Solution Advisor will ...

Northern Trust

Senior Banking Advisor

Atlanta, GA · On-site

$131K - $131K/yr

The Senior Banking Advisor is responsible for developing new client relationships and deepening existing ones for the Bank. This individual manages complex credit and deposit relationships for high ...

Northern Trust

Senior Banking Advisor

Atlanta, GA · On-site

$131K - $131K/yr

The Senior Banking Advisor is responsible for developing new client relationships and deepening existing ones for the Bank. This individual manages complex credit and deposit relationships for high ...

Salt XC

Senior Account Director

Atlanta, GA

Build and maintain senior-level client relationships, acting as a strategic advisor who proactively connects client business objectives to media opportunities. * Drive senior-level engagement ...

New

Miller Zell

Account Director

Atlanta, GA

This role serves as the advisor to senior client stakeholders, shaping programs that enhance customer experience, improve store performance, and drive measurable business outcomes. The Account ...

Miller Zell

Account Director

Atlanta, GA · On-site

This role serves as the advisor to senior client stakeholders, shaping programs that enhance customer experience, improve store performance, and drive measurable business outcomes. The Account ...

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All JobsClient Advisor JobsSenior Client Advisor JobsSenior Client Advisor Jobs in Decatur, GA

Senior Client Advisor information

How does a Senior Client Advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

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

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What is a Senior Client Advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.
What job categories do people searching Senior Client Advisor jobs in Decatur, GA look for? The top searched job categories for Senior Client Advisor jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Senior Client Advisor jobs? Cities near Decatur, GA with the most Senior Client Advisor job openings:
Senior Client Advisor jobs near you
Infographic showing various Senior Client Advisor job openings in Decatur, GA as of July 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 92% In-person, and 8% Remote job distribution.

Senior Retirement Plan Advisor

NFP Corp

Atlanta, GA

$75K - $132K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 11 days ago

Job description

Posting Description

Who We Are: 

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

We are seeking a qualified professional for the position of Senior Retirement Plan Advisor. This role involves independently managing and nurturing established client relationships, primarily focusing on service delivery rather than business development. Advisors assume responsibility for clients following the completion of the sales process or upon transition from another consultant. This salaried position includes a revenue-based retention bonus. Senior Advisors are encouraged to pursue new business opportunities and may earn commissions, provided the appropriate licenses are held.


Key Responsibilities:
• Ongoing relationship management with assigned clients
• Leading quarterly investment reviews with plan sponsor clients
• Addressing client inquiries related to compliance and plan design while delivering proactive support
• Serving as the primary contact between clients and their service providers, such as recordkeepers, TPAs, and auditors
• Working collaboratively with recordkeepers to create effective participant communication strategies The typical caseload for this role is 30–50 client relationships.

Required Experience/Characteristics:
• Minimum of 5 years’ experience in the retirement plan industry (10+ years preferred)
• Proficient knowledge of retirement plan design and compliance requirements
• Familiarity with core investment concepts, reporting, asset allocation, and a general understanding of the securities market
• Exceptional presentation and communication skills
• Strong commitment to client service, responsiveness, and team collaboration
• Proficiency with Microsoft Office Suite, CRM systems, and conducting meetings via MS Teams/Zoom

Required Licenses:
• Series 65 license required
• Life & Health insurance licenses are recommended but not mandatory

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $75,000 – $132,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

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SENIO014557Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

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