ZipRecruiter

Log In

1

Wealth Jobs in Georgia (NOW HIRING)

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Job Type Full-time 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;

HB Wealth

Associate Wealth Advisor

Atlanta, GA

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Boutique Recruiting

Wealth Advisor

Atlanta, GA · On-site

  • Medical

  • PTO

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 ...

Northern Trust Corp

Private Wealth Director

Atlanta, GA · On-site

$130 - $180/hr

Private Wealth Director page is loaded## Private Wealth Directorlocations: Atlanta, GAtime type: Full timeposted on: Posted Todayjob requisition id: R151469**About Northern Trust:**Northern Trust, a ...

Northern Trust

Private Wealth Director

Atlanta, GA · On-site

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most ...

Northern Trust

Private Wealth Director

Atlanta, GA · On-site

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most ...

Waverly Advisors, LLC

Wealth Advisor

Atlanta, GA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth ...

Truist

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 ...

Waverly Advisors, LLC

Wealth Advisor

Atlanta, GA

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Wearen'tyour typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial ...

next page

Showing results 1-20

All JobsWealth JobsWealth Jobs in Georgia

Wealth information

See Georgia salary details

$39.7K

$87K

$125.4K

How much do wealth jobs pay per year?

As of Aug 19, 2026, the average yearly pay for wealth 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 manager?

A wealth manager is a financial professional who provides comprehensive financial services to individuals, families, or businesses with significant assets. They help clients manage, grow, and protect their wealth through investment advice, financial planning, tax strategies, estate planning, and retirement planning. Wealth managers often develop personalized strategies to meet each client's unique goals and needs, coordinating with other professionals such as accountants and attorneys as necessary. Their services are typically tailored for high-net-worth individuals seeking holistic financial guidance.

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

To thrive as a Wealth Manager, you need expertise in financial planning, investment strategies, and a strong understanding of economic markets, often backed by degrees in finance or economics and relevant certifications like CFP or CFA. Proficiency with portfolio management software, financial modeling tools, and CRM systems is typically required. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help build strong client relationships. These skills are crucial for developing tailored financial strategies that protect and grow clients' wealth while maintaining high levels of client satisfaction.

What are some of the common challenges faced by wealth managers when working with clients?

Wealth managers often face challenges such as navigating complex financial regulations, staying updated on market trends, and managing diverse client expectations. Building trust and maintaining long-term relationships with clients requires clear communication and tailored strategies that align with each client's financial goals. Additionally, wealth managers must work closely with other professionals such as tax advisors, estate planners, and investment analysts to deliver comprehensive financial solutions.

What is the difference between Wealth vs Financial Advisor?

AspectWealthFinancial Advisor
CredentialsVaries; often includes certifications like CFP, CFATypically CFP, Series 7, Series 66
Work EnvironmentPrivate firms, banks, or independentFinancial planning firms, banks, or independent
Industry UsageBroad; includes wealth management, investment, estate planningSpecific; focused on client financial planning and investments
Search/Comparison IntentUnderstanding roles in wealth managementSeeking financial planning services or career info

Wealth professionals often encompass a broad range of services including investment management, estate planning, and financial advising. Financial Advisors are a specific subset focused on providing personalized financial planning and investment advice. While both roles aim to grow and protect client assets, Wealth professionals may have a wider scope, whereas Financial Advisors typically focus on client-specific financial plans.

What are the most commonly searched types of Wealth jobs in Georgia?

The most popular types of Wealth jobs in Georgia are:

What cities in Georgia are hiring for Wealth jobs?

Cities in Georgia with the most Wealth job openings:

Wealth jobs near you
Infographic showing various Wealth job openings in Georgia as of August 2026, with employment types broken down into 64% Full Time, 27% Part Time, 6% Contract, and 3% Nights. Highlights an 90% Physical, 5% Hybrid, and 5% Remote job distribution, with an average salary of $87,039 per year, or $41.8 per hour.

Associate Wealth Advisor

HB Wealth

Atlanta, GA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 11 days ago

Job description

Job Type
Full-time
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, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN.
Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated®-bringing unwavering financial peace of mind to the clients we are privileged to serve.
At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.
Position Summary:
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 client recommendations. Working closely with Lead and Secondary Advisors, this role helps identify client needs, prepare and implement financial plans, participate in client meetings, and manage follow-up activities. The Associate Wealth Advisor plays a key role in delivering an exceptional client experience while supporting client retention and long-term relationship growth.
In addition to client-facing responsibilities, this position contributes to team success by reviewing and coordinating work completed by Advisory Associates and Senior Advisory Associates, helping ensure quality and timeliness. The Associate Wealth Advisor also provides coaching and guidance on financial planning methodologies and firm-specific processes while supporting the continued development of the advisory team.
Job Responsibilities:
General Support
  • Assist with planning, analysis, investment, and other decisions that impact client relationships, consulting with the Secondary/Lead Advisor and Wealth Strategist on complex matters as needed.
  • Review work completed by junior team members and provide guidance and feedback to support their development.
  • Leverage the time and expertise of Senior Wealth Advisors by assisting with and, at times, independently executing steps in the client service process.
  • Maintain internal systems with accurate, up-to-date client information, priorities, and activities.
  • Train, coach, and mentor Associates and Senior Advisory Associates.
  • Contribute to Advisory Team initiatives focused on improving efficiency, quality, and controls through system enhancements, training, and process improvement efforts.
Advisory
  • Assist with relationship management activities for new and existing clients by coordinating and overseeing work completed by Advisory Associates, Senior Advisory Associates, and Client Service Associates.
  • Prepare and update financial plans, working with clients to gather information and ensure accurate entry into the firm's financial planning systems.
  • Attend internal client strategy meetings to observe, contribute, and provide support as needed.
  • Participate in client meetings by preparing materials, delivering presentations, and contributing to discussions.
  • Create custom worksheets and analyses to address client questions and research planning topics.
  • Partner with the Client Onboarding Coordinator to ensure a seamless client transition experience.
  • Assist in the development of Investment Policy Statements.
  • Serve as clients' trusted financial advisor, providing guidance on investments, retirement planning, cash flow, taxes, debt management, charitable giving, education funding, insurance, and estate planning.
  • Collaborate, as needed, with clients' external advisors, including accountants and attorneys, to help achieve client goals.

Requirements
  • Advanced knowledge of financial planning.
  • Excellent oral and written communication skills.
  • Effective presentation skills.
  • Successful time management skills; deliver work products on time.
  • Ability to work independently and proactively in a fast-paced and team-oriented environment under tight deadlines with competing priorities and demonstrate grace under pressure.
  • Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility. ?
  • Highly organized with exceptional attention to detail and excellent follow-through.
  • Self-starter with high initiative and comfort working in an entrepreneurial, fast-paced environment.
  • Positive attitude and strong work ethic.
  • Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues.
  • Ability to work effectively within a team environment and a willingness to "pitch in" when necessary.
  • Analytical capabilities to both retrieve data and understand the implications of that data.
  • Strong desire to learn and advance in the financial industry.

Required Qualifications
  • Bachelor's Degree from an accredited college or university
  • 4-7 years of relevant industry experience
  • Minimum of 3 years of experience supporting client relationships
  • Highly proficient with the Microsoft Office Suite
  • Proficiency with financial planning, CRM, and Portfolio reporting software
  • Professional designation (ex. CFA, CFP) required.
  • Ability to successfully pass criminal background / credit check required

Benefits
  • Competitive PTO/Holiday policy
  • 401k match
  • 1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
  • Paid Maternity/Paternity leave
  • Fun and welcoming office environment with monthly and quarterly events
  • Ability to work remotely 40%
  • Cell phone stipend
  • EPP

Why HB is a great place to work
Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.
HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.

Apply