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Wealth Advisor Jobs in Georgia (NOW HIRING)

Boutique Recruiting

Wealth Advisor

Atlanta, GA · On-site

Wealth Advisor This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Atlanta. The selected candidate will build on existing relationships with ...

Waverly Advisors, LLC

Wealth Advisor

Atlanta, GA · On-site

The Wealth Advisor serves as the firm's primary point of contact for a select group of clients and is instrumental in introducing new business development opportunities to the firm. In this ...

Waverly Advisors, LLC

Wealth Advisor

Atlanta, GA

The Wealth Advisor serves as the firm's primary point of contact for a select group of clients and is instrumental in introducing new business development opportunities to the firm. In this ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

HB Wealth is seeking an Associate Wealth Advisor for our Buckhead office to support the delivery of comprehensive wealth management services, including financial planning, investment analysis, and ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA

HB Wealth is seeking an Associate Wealth Advisor for our Buckhead office to support the delivery of comprehensive wealth management services, including financial planning, investment analysis, 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 ...

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 ...

U.S. Bank

PWM Private Wealth Advisor

Atlanta, GA · On-site

$140K - $175K/yr

Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized ...

US Bank

PWM Private Wealth Advisor

Atlanta, GA · On-site

$140K - $175K/yr

Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized ...

Huntington

Private Bank Wealth Advisor III

Atlanta, GA · On-site +1

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth ...

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All JobsWealth Advisor JobsWealth Advisor Jobs in Georgia

Wealth Advisor information

See Georgia salary details

$39.7K

$87K

$125.4K

How much do wealth advisor jobs pay per year?

As of Aug 25, 2026, the average yearly pay for wealth advisor in Georgia is $87,039.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,500.00 and $104,300.00 per year, depending on experience, location, and employer.

What is a wealth advisor?

A wealth advisor is a financial professional who provides comprehensive advice on managing and growing an individual’s or family’s wealth. They offer services such as investment management, estate planning, tax strategies, retirement planning, and risk management. Wealth advisors typically work with high-net-worth clients to create personalized financial plans tailored to their unique goals and needs. Their role often involves coordinating with other financial specialists, such as accountants and attorneys, to deliver holistic financial guidance.

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

To thrive as a Wealth Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial analysis software, portfolio management tools, and certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) is highly beneficial. Exceptional interpersonal skills, trustworthiness, and strong communication abilities set top advisors apart. These skills are crucial for building client relationships, providing tailored financial solutions, and ensuring long-term client satisfaction and retention.

What are some common challenges wealth advisors face when building and maintaining client relationships?

Wealth Advisors often encounter challenges such as understanding diverse client goals, managing expectations during market volatility, and establishing trust with new clients. Regular communication and personalized financial planning are key to overcoming these hurdles. Additionally, staying up-to-date with regulatory changes and investment products helps advisors provide relevant advice and maintain long-term client satisfaction.

What is the difference between Wealth Advisor vs Financial Planner?

AspectWealth AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentPrivate banks, wealth management firms, independent practiceIndependent, advisory firms, or financial planning firms
Primary FocusManaging high-net-worth clients' investments and assetsComprehensive financial planning including retirement, estate, and tax strategies
Client InteractionInvestment management and personalized wealth strategiesHolistic financial advice covering all financial aspects

While both Wealth Advisors and Financial Planners provide financial guidance, Wealth Advisors primarily focus on investment management and wealth preservation for high-net-worth clients. Financial Planners offer broader financial planning services, including retirement, estate, and tax planning. The roles often overlap, but the main distinction lies in the scope of services and client focus.

How much money do wealth advisors make?

Wealth advisors typically earn a median annual salary of around $89,000, with total compensation often including commissions and bonuses that can significantly increase earnings. Experienced advisors with a strong client base and certifications like the CFP can earn over $200,000 annually.

What do you do as a wealth advisor?

A wealth advisor helps clients manage their financial assets by providing investment advice, estate planning, and financial strategies. They analyze clients' financial situations, develop personalized plans, and often hold certifications such as CFP or CFA to ensure expertise. The role involves regular client meetings and staying informed about market trends.

What qualifications do you need to be a wealth advisor?

To become a wealth advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are highly valued and often required by employers. Strong analytical skills, knowledge of financial planning software, and compliance with industry regulations are also important.

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 jobs in Georgia?

For Wealth Advisor jobs in Georgia, the most frequently searched job titles are:

What job categories do people searching Wealth Advisor jobs in Georgia look for?

The top searched job categories for Wealth Advisor jobs in Georgia are:

What cities in Georgia are hiring for Wealth Advisor jobs?

Cities in Georgia with the most Wealth Advisor job openings:

What are popular job titles related to Wealth Advisor jobs in GA?

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

Wealth Advisor jobs near you
Infographic showing various Wealth Advisor job openings in Georgia as of August 2026, with employment types broken down into 92% Full Time, 7% Part Time, and 1% Contract. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $87,039 per year, or $41.8 per hour.

Wealth Advisor

Atlanta, GA • On-site

Boutique Recruiting
Recruiting and Staffing Services • 51 - 200 employees
Learn more about Boutique Recruitingexternal

Full-time

Medical, PTO

Re-posted 19 hours ago

Job description

Position Title: Wealth Advisor
This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Atlanta. The selected candidate will build on existing relationships with insurance producers to grow the book of business. Success in this position requires a proactive approach to client acquisition and a strong foundation in wealth planning. The ideal candidate will be prepared to engage in both warm and cold outreach while navigating the complexities of financial planning. This position offers significant potential for growth and development within a supportive team environment.
Wealth Advisor Responsibilities:
  • Build a book of business from scratch with a focus on client acquisition
  • Engage in client meetings and presentations to deliver comprehensive financial planning
  • Utilize marketing resources and cross-selling opportunities to generate leads
  • Work collaboratively with a dedicated Client Service Representative for administrative support
  • Develop a holistic financial strategy, incorporating investments and tax planning

Wealth Advisor Requirements:
  • 5-7 years of experience as a financial advisor with a focus on wealth planning
  • Proven track record in client acquisition and business development
  • Experience with Registered Investment Advisors (RIA)
  • Series 65 certification
  • Bachelor's degree is strongly preferred
  • CFP designation is preferred
  • Experience with MoneyGuide Pro is preferred

Benefits:
  • Unlimited PTO, referred to as life/balance PTO
  • Opportunity to acquire company stock with shares awarded upon joining
  • HMO and PPO medical options available
  • Comprehensive benefits can be reviewed at the provided benefits website

If you are a Wealth Advisor looking to take the next step in your career, apply now! #LI-MB1 #LI-SB1
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

Social media

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