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Wealth Advisor Associate Jobs in Georgia (NOW HIRING)

HB Wealth

Associate Wealth Advisor

Atlanta, GA

The Associate Wealth Advisor actively participates in client meetings, tracks ongoing correspondence, and executes follow-up actions to ensure a seamless and high-quality client experience. While not ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

The Associate Wealth Advisor actively participates in client meetings, tracks ongoing correspondence, and executes follow-up actions to ensure a seamless and high-quality client experience. While not ...

Waverly Advisors, LLC

Wealth Advisor

Atlanta, GA · On-site

The Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive ... Communicates to Waverly Client Service Associates and Investment Analysts to perform actions ...

Waverly Advisors, LLC

Wealth Advisor

Atlanta, GA · On-site

The Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive ... Communicates to Waverly Client Service Associates and Investment Analysts to perform actions ...

TIAA

Wealth Advisor

Atlanta, GA · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Truist

Wealth Advisor III - Atlanta

Atlanta, GA

Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values * Establish and ...

Truist

Wealth Advisor III - Atlanta

Atlanta, GA · On-site

Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values * Establish and ...

Morgan Stanley

Wealth Management Associate

Atlanta, GA · On-site

In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

Morgan Stanley

Wealth Management Associate

Atlanta, GA · On-site

In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

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Wealth Advisor Associate information

See Georgia salary details

$32.5K

$56.7K

$95K

How much do wealth advisor associate jobs pay per year?

As of May 28, 2026, the average yearly pay for wealth advisor associate 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 are the key skills and qualifications needed to thrive as a Wealth Advisor Associate, and why are they important?

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

What are the typical career advancement paths for a Wealth Advisor Associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

What is a Wealth Advisor Associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.

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

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

What are the most commonly searched types of Wealth Advisor jobs in Georgia? The most popular types of Wealth Advisor jobs in Georgia are:
What are popular job titles related to Wealth Advisor Associate jobs in Georgia? For Wealth Advisor Associate jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Wealth Advisor Associate jobs in Georgia look for? The top searched job categories for Wealth Advisor Associate jobs in Georgia are:
What cities in Georgia are hiring for Wealth Advisor Associate jobs? Cities in Georgia with the most Wealth Advisor Associate job openings:
Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in Georgia as of May 2026, with employment types broken down into 2% As Needed, 94% Full Time, and 4% Part Time. Highlights an 82% Physical, 4% Hybrid, and 14% Remote job distribution, with an average salary of $56,706 per year, or $27.3 per hour.

Associate Wealth Advisor

Focus Partners Wealth

Atlanta, GA

Other

Posted 21 days ago

Job description

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

  • Develop, revise, and present financial plans through planning software
  • Knowledge of tax, estate, and insurance planning
  • Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy
  • Create holistic investment strategy for each client, monitor risk tolerance over time as needed
  • Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
  • Mastery of technology stack offered, including CRM system and custodian websites
  • Resource and collaboration with other Associate Wealth Advisors (AWAs)
  • Ability to independently lead client communications and interactions
  • Diligent recording of client communication and information within client relationship management platform
  • Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
  • Complete client billing reviews and ensure compliance for the advisory team
  • Engage in advisory team business planning efforts and actively support the firm's strategic priorities
  • The ability to meet with clients in person. Some travel may be required

Qualifications

  • Bachelor's Degree
  • Series 65 or equivalent within 120 days of employment
  • 2+ years of financial service experience
  • Strong interpersonal skills; team-orientated approach
  • Knowledge of financial industry, financial products, and financial planning concepts
  • Excellent analytical skills and attention to detail
  • Clean U4

The Associate Wealth Advisor is an exempt position. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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