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Wealth Advisor Associate Jobs in Canton, GA (NOW HIRING)

Associate Wealth Advisor

Atlanta, GA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As an Associate Wealth Advisor, you will play a key role in providing comprehensive financial planning services to our clients, helping them achieve their financial goals, and secure their financial ...

Associate Wealth Advisor

Atlanta, GA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As an Associate Wealth Advisor, you will play a key role in providing comprehensive financial planning services to our clients, helping them achieve their financial goals, and secure their financial ...

Wealth Advisor

Atlanta, GA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Wealth Advisor

Atlanta, GA

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Wealth Advisor III - Atlanta

Atlanta, GA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Wealth Advisor III - Atlanta

Atlanta, GA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Wealth Management Associate

Atlanta, GA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Wealth Management Associate

Atlanta, GA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

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 ...

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 ...

Senior Advisory Associate (Alpharetta)

Alpharetta, GA · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

HB Wealth is seeking a Senior Advisory Associate for our Alpharetta office. This role provides technical and operational support to Wealth and Senior Wealth Advisors. Serving as the primary internal ...

Senior Advisory Associate (Alpharetta)

Alpharetta, GA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

HB Wealth is seeking a Senior Advisory Associate for our Alpharetta office. This role provides technical and operational support to Wealth and Senior Wealth Advisors. Serving as the primary internal ...

Private Wealth Associate

Atlanta, GA · On-site

$15.25 - $20.25/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition ... This is an exciting and challenging opportunity to partner with Advisors to provide asset ...

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Wealth Advisor Associate information

See Canton, GA salary details

$36.4K

$63.4K

$106.2K

How much do wealth advisor associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for wealth advisor associate in Canton, GA is $63,409.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,800.00 and $77,900.00 per year, depending on experience, location, and employer.

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 are the key skills and qualifications needed to thrive as a wealth advisor associate?

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 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 popular job titles related to Wealth Advisor Associate jobs in Canton, GA?

For Wealth Advisor Associate jobs in Canton, GA, the most frequently searched job titles are:

What job categories do people searching Wealth Advisor Associate jobs in Canton, GA look for?

The top searched job categories for Wealth Advisor Associate jobs in Canton, GA are:

What cities near Canton, GA are hiring for Wealth Advisor Associate jobs?

Cities near Canton, GA with the most Wealth Advisor Associate job openings:

Infographic showing various Wealth Advisor Associate job openings in Canton, GA as of August 2026, with employment types broken down into 1% As Needed, 65% Full Time, 31% Part Time, 2% Temporary, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $63,409 per year, or $30.5 per hour.

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate/ Vice Pre...

Goldman Sachs, Inc.

Atlanta, GA

Full-time

Re-posted 10 days ago


Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

47th of 171 rated banks


Job description

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice President 

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

As a Private Wealth Advisor, you will: 

  • Leverage your unique background and experiences to build a business within Goldman Sachs
  • Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential 
  • Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients 
  • Provide exceptional client service while maintaining the highest ethical standard in execution  
  • Curate a network of intermediaries to help best serve clients across complimentary services  
  • Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network   

Required qualifications, skills and experience: 

  • Record of academic and professional achievement
  • Four plus years of private wealth management, financial services, or related professional experience 
  • Prior sales, fundraising, business development or investing experience preferred 
  • Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm) 
  • Demonstrated strong connectivity within an established network 
  • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
  • Exceptional client focus, business development, and relationship management skills 
  • Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships
  • Creative approach to problem solving and developing innovative solutions for clients
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Commitment to excellence and a high level of integrity

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity


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Goldman Sachs logo

About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869