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Wealth Associate Jobs in Georgia (NOW HIRING)

HB Wealth

Client Service Associate

Atlanta, GA · On-site +1

$14 - $19.25/hr

Description HB Wealth ("HB") is a national, independent, fee-only wealth management firm ... The Client Service Associate is primarily responsible for client administration as well as ...

Oxford Financial GRP

Sr. Wealth Strategist

Atlanta, GA · On-site

$116K - $151K/yr

... associates. DUTIES & RESPONSIBILITES Complex Client Estate and Wealth Planning Deliverables * Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables.

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HB Wealth

Associate, Investment Operations

Atlanta, GA · On-site +1

Description HB Wealth ("HB") is a national, independent, fee-only wealth management firm ... Position Summary HB is seeking an Investment Operations Associate to assist the Operations Team in ...

HB Wealth

Associate, Investment Operations

Atlanta, GA · On-site

Job Type Full-time Description HB Wealth ("HB") is a national, independent, fee-only wealth ... Position Summary HB is seeking an Investment Operations Associate to assist the Operations Team in ...

Oxford Financial Group, Ltd.

Wealth Strategist

Atlanta, GA · On-site

$116K - $151K/yr

Review work from associates and integrate feedback. * Research and respond to estate and financial ... wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi ...

HB Wealth

Advisory Team Leader

Atlanta, GA

$15.50 - $20.25/hr

Description HB Wealth ("HB") is a national, independent, fee-only wealth management firm ... The Advisory Team Leader partners closely with Advisors and Associates to strengthen client ...

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Wealth Associate information

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How much do wealth associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for wealth associate in Georgia is $16.78, according to ZipRecruiter salary data. Most workers in this role earn between $12.60 and $17.45 per hour, depending on experience, location, and employer.

What does a wealth associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

What are the typical growth opportunities for a wealth associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

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

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.
What are the most commonly searched types of Wealth jobs in Georgia? The most popular types of Wealth jobs in Georgia are:
Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Georgia as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $34,896 per year, or $16.8 per hour.

Associate Wealth Advisor

Delta Community Credit Union

Peachtree City, GA

Full-time

Re-posted 6 hours ago

Delta Community Credit Union rating

7.3

Company rating: 7.3 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

Overview
Delta Community Credit Union is looking for a lifelong learner and proven leader who thrives on helping clients take meaningful action toward achieving their financial goals. As an Associate Wealth Advisor, you will engage in a discovery-driven process to truly understand each client's underlying motivations, aspirations, and financial concerns. Through this deep understanding, you will empower clients to make informed decisions and take proactive steps that align with their core values and life goals.

This role is designed for someone who excels at simplifying complex financial information, helping clients focus on what matters most. By collaborating with a team of experts, including CFAs, tax professionals, and attorneys, you will guide clients through significant life events and provide strategic financial solutions tailored to their individual needs. If you're ready to lead with integrity and take part in building the future of advice, this position offers the perfect opportunity to deliver exceptional, client-centered service in a dynamic, fast-paced environment.

Practices safety-conscious behaviors in all operational processes and procedures.

Essential Functions:
Lead clients through a discovery process that uncovers their core financial motivations and goals, asking thoughtful questions that encourage introspection and clarity.
Serve as a trusted advisor, empowering clients to take meaningful action, simplifying complex financial concepts and helping them understand the steps needed to reach their financial objectives.
Collaborate with CFAs and other financial professionals to offer personalized investment management solutions that align with the client's long-term goals, risk tolerance, and consider their tax budget to ensure a comprehensive financial strategy.
Facilitate family meetings to ensure clear communication and alignment on multigenerational wealth transfer strategies, providing guidance that encourages action and accountability.
Serve as the quarterback in collaborative discussions with tax professionals, attorneys, and banking partners, ensuring integrated and well-rounded financial advice for clients.
Drive business development and client acquisition efforts by identifying opportunities for growth, while consistently delivering superior, concierge-level customer service.
Utilize technology to streamline financial planning processes, offering clients efficient and simplified solutions to complex challenges.
Coach and guide clients through life transitions, including retirement, business succession, and estate planning, ensuring they understand their options and are confident in taking the next steps.
Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations.  

Other
This description reflects management's assignment of essential functions, it does not prescribe or restrict the tasks that may be assigned.
This job description is subject to change at any time.

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