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Wealth Management Associate Jobs in Decatur, GA (NOW HIRING)

First Citizens Bank

Wealth Consultant

Atlanta, GA · On-site

Serves as a primary relationship manager for high net worth clients and families, while ... Engages other associates within the department to provide ongoing advice, products and services as ...

First Citizens Bank

Wealth Consultant

Atlanta, GA

Serves as a primary relationship manager for high net worth clients and families, while ... Engages other associates within the department to provide ongoing advice, products and services as ...

First Citizens Bank

Wealth Consultant

Atlanta, GA

Serves as a primary relationship manager for high net worth clients and families, while ... Engages other associates within the department to provide ongoing advice, products and services as ...

Modera Wealth Management

Advisory Manager

Atlanta, GA · On-site

$145K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Coordinate the work of Planning Associates to ensure efficient distribution of financial planning ...

Modera Wealth Management

Advisory Manager

Atlanta, GA · On-site +1

$145K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Coordinate the work of Planning Associates to ensure efficient distribution of financial planning ...

Truist

Wealth Advisor III - Atlanta

Atlanta, GA · On-site

... management advice and solutions. Utilize objective and sound personal financial planning and ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

Truist

Wealth Advisor III - Atlanta

Atlanta, GA

... management advice and solutions. Utilize objective and sound personal financial planning and ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

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Wealth Management Associate information

See Decatur, GA salary details

$10

$19

$32

How much do wealth management associate jobs pay per hour?

As of Jul 13, 2026, the average hourly pay for wealth management associate in Decatur, GA is $19.40, according to ZipRecruiter salary data. Most workers in this role earn between $14.57 and $20.19 per hour, depending on experience, location, and employer.

How many financial advisors make $500,000 a year?

In the wealth management field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Exact numbers vary by region and firm size but represent a minority of advisors in the industry.

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 the role of a wealth management associate?

A wealth management associate supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They often have strong analytical skills, knowledge of financial products, and may hold certifications like the Series 7 or Series 66. Their role involves client interaction, data analysis, and ensuring the smooth operation of wealth management services.

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, and why are they important?

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.

Is $200,000 enough to work with a financial advisor?

For a Wealth Management Associate, having $200,000 in assets can be sufficient to work with a financial advisor, as many advisors set minimum investment thresholds around this amount. However, the specific requirements vary by firm and service level, and some advisors may require higher or lower minimums depending on their client base and offerings. It is advisable to consult with individual advisors to understand their minimum investment criteria and fee structures.

What is an associate in wealth management?

A wealth management associate is a professional who supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They typically have a background in finance or related fields and may hold certifications such as the Series 7 or Series 66. The role involves client interaction, financial analysis, and using tools like CRM systems to help manage client portfolios.
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Wealth Management Associate jobs near you
Wealth Consultant

Wealth Consultant

First Citizens Bank

Atlanta, GA • On-site

Full-time

Posted 5 days ago

First Citizens Bank rating

7.5

Company rating: 7.5 out of 10

Based on 104 frontline employees who took The Breakroom Quiz

92nd of 149 rated banks

Job description

Overview
Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact.
The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing opportunities in multiple product lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank and across the communities served.
#LI-MP1
Responsibilities
  • Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development.
  • Relationship Management - Serves as a primary point of contact and advocate for high net worth prospects and clients. Maintains current knowledge and awareness of client circumstances, conditions, and overall relationship with the Bank to develop appropriate wealth plans. Represents the full services offering to clients, including investments, banking, financial planning, insurance, and trust services. Develops and executes a high-touch, client-centric experience to maintain and expand existing client relationships. Assists in the planning and facilitation of client events.
  • Strategic Advice - Provides prospects and clients with expert wealth management advice. Develops strategic, comprehensive, and long-range plans to achieve the financial needs and goals of high net worth clients. Identifies appropriate products, services, and solutions based on client needs, wants and goals. Engages other associates within the department to provide ongoing advice, products and services as the needs of clients evolve.
  • Collaboration - Fosters effective partnerships with Bank stakeholders to support departmental strategic approach. Engages with specialists from the broader business team to coordinate the delivery of wealth management products and services to clients.

Qualifications
Bachelor's Degree and 8 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice OR High School Diploma or GED and 12 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice
Preferred Area of Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning
Required License Types: Series 7, 65 or 66 licenses, State Life & Health (and LTC Insurance if applicable) license
Preferred Designation: Advanced Advisor/ Planning
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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