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Wealth Management Associate Jobs in Georgia (NOW HIRING)

Waverly Advisors, LLC

Wealth Advisor

Atlanta, GA · On-site

We aren't your typical wealth management firm. Our intense client focus is at the center of ... Communicates to Waverly Client Service Associates and Investment Analysts to perform actions ...

Waverly Advisors, LLC

Wealth Advisor

Atlanta, GA · On-site

Wearen'tyour typical wealth management firm. Our intense client focus is at the center of ... Communicates to Waverly Client Service Associates and Investment Analysts to perform actions ...

HB Wealth

All Other Positions

Atlanta, GA · On-site

HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy ...

HB Wealth

All Other Positions

Atlanta, GA · On-site

Description HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta ...

First Citizens Bank

Private Banker

Alpharetta, GA

Sales Responsibility - Sells appropriate credit, depository, and wealth management solutions through consultation and team work. Provides guidance to less experienced associates in the work group and ...

First Citizens Bank

Private Banker

Alpharetta, GA

Sales Responsibility - Sells appropriate credit, depository, and wealth management solutions through consultation and team work. Provides guidance to less experienced associates in the work group and ...

HB Wealth

Associate, Investment Operations

Atlanta, GA · On-site

Founded in 1989, HB provides wealth advisory services, investment management, and family office ... Position Summary HB is seeking an Investment Operations Associate to assist the Operations Team in ...

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 ...

First Citizens Bank

Private Banker

Alpharetta, GA · On-site

Sales Responsibility - Sells appropriate credit, depository, and wealth management solutions through consultation and team work. Provides guidance to less experienced associates in the work group and ...

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Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for wealth management 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 are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is a wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

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

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.
What are the most commonly searched types of Wealth Management jobs in Georgia? The most popular types of Wealth Management jobs in Georgia are:
What cities in Georgia are hiring for Wealth Management Associate jobs? Cities in Georgia with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Georgia as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $34,896 per year, or $16.8 per hour.

Client Service Associate (Hybrid Opportunity)

Wealth Enhancement Group

Atlanta, GA • On-site

$14 - $19.25/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between clients and the advisory team, you will help manage every aspect of the client experience, from onboarding and account administration to meeting preparation and ongoing service needs.
This role is central to our team's success. You will help shape our office culture by delivering exceptional service, maintaining strong relationships with clients and partners, and ensuring our advisors have the operational support they need. The ideal candidate brings foundational financial knowledge, professional communication skills, attention to detail, and the ability to manage multiple priorities with confidence. This position is an excellent fit for someone interested in growing into a future Financial Advisor role. If you are ambitious, client focused, and eager to build a long-term career in wealth management, this is a fantastic opportunity to grow with a collaborative team.
This is a hybrid position, typically requiring 3-4 days per week in the office.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $50,000.00 to $65,000.00 depending on experience, plus discretionary annual bonus eligibility, and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
New Client Onboarding and Administration
  • Accurately prepare and process all prospect and new client paperwork
  • Track and follow up on incoming fund transfers from external institutions
  • Research and resolve issues with internal departments and third-party vendors
  • Maintain prospect and account information
Client Relationship Management and Review Support
  • Engage with clients to understand their background, goals, and financial needs
  • Serve as a primary point of contact for client inquiries, coordinating next steps, and ensuring timely follow-through
  • Prepare and process account transactions such as trades, deposits, withdrawals, and RMDs
  • Maintain accurate client data across CRM, custodial platforms, and portfolio accounting systems
  • Gather and organize client information and prepare materials for client meetings
  • Complete all post-meeting tasks to ensure a seamless client experience
  • Coordinate with clients' tax or legal professionals, including review of 1099s as needed
  • Review and troubleshoot quarterly statements when required
Team and Corporate Support
  • Assist the Advisor Team with operational improvements and process enhancements
  • Support firmwide operational projects and initiatives
  • Communicate process updates, sales information, and operational changes to the team
  • Manage vendor relationships in alignment with Service Level Agreements
  • Contribute to ad hoc projects as assigned
  • Provide backup support for the Front Desk, including answering phones, greeting clients, managing mail, and maintaining organized common areas
Industry and Company Knowledge
  • Demonstrate understanding of WEG's Suitability Guidelines, operational processes, and sales model
  • Maintain working knowledge of financial terminology, products, and industry standards
  • Participate in Client Services meetings and company educational events
Education & Qualifications
  • Bachelor's degree in Finance, Financial Planning, Economics, or a related field (or equivalent professional experience)
  • 1-2 years of experience in financial administration or client service preferred
  • Interest in pursuing professional credentials such as the CFP® or Series 65
  • Strong interpersonal skills with the ability to build effective team and client relationships
  • Professional communication skills and a confident, client-facing presence
  • Highly motivated self-starter with a results-driven mindset
  • Strong organizational abilities with a solution-oriented approach, attention to detail, and comfort working under deadlines
  • Proficiency in Microsoft Office applications
  • Experience with Salesforce, Orion, or eMoney is a plus
  • Familiarity with Fidelity or Schwab custodial platforms is beneficial
#LI-Hybrid
#LI- NR
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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