Top 593 Associate Advisor Jobs in Duluth, GA

Associate Financial Advisor
NettWorth Financial Group —Cumming, GA
- $70,000 - $90,000 a year
- Weekends as needed
- Background check
- Microsoft Outlook
- Mid-level
Quick Apply
Financial Advisor
Edward Jones —Suwanee, GA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
8d
Financial Advisor
Edward Jones —Conyers, GA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Atlanta, GA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
8d
Automotive Service Advisor - Group 1 Honda Stone Mountain
Group 1 Automotive, Inc. —Snellville, GA
- Full-time
- Dealership
- Computer literacy
- Mid-level
- Paid training
- Employee stock purchase plan
Quick Apply
8d
Associate, Advisor Support Associate
BlackRock Investments —Atlanta, GA
- $105,000 - $137,500 a year
- Hybrid work
- Microsoft Outlook
- Bachelor of Science
- Mid-level
- Health insurance
- Tuition reimbursement
Advisor - The Forum at Peachtree Corners
Warby Parker —Peachtree Corners, GA
- Overtime
- Fair chance
- Entry level
- AD&D insurance
- Employee stock purchase plan
Quick Apply
5d
Talent Business Advisor Senior Associate
Crowe —Atlanta, GA
- $59,500 - $118,000 a year
- Full-time
- Remote
- Mid-level
- Microsoft Office
- 3 years
Quick Apply
4d
Service Advisor
Rick Hendrick Chevrolet (Duluth) —Duluth, GA
- Weekends as needed
- Dealership
- Ability to walk for extended periods
- 5 years
14d
Senior Client Services Associate - Atlanta, GA
Savant Wealth Management —Atlanta, GA
- $70,000 - $90,000 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health savings account
- AD&D insurance
SERVICE EXPERIENCE ADVISOR
Micro Center —Marietta, GA
- High school diploma or GED
- Entry level
- Under 1 year
- Health insurance
- Dental insurance
Quick Apply
Advisor - Mall of Georgia
Warby Parker —Buford, GA
- Overtime
- Fair chance
- Entry level
- AD&D insurance
- Employee stock purchase plan
Quick Apply
1d
Customer Service and Support Associate
Thruway Fasteners —Duluth, GA
- Full-time
- Background check
- Microsoft Excel
- ERP systems
- Health savings account
- AD&D insurance
Quick Apply
Service Advisor
Blue Compass RV North Atlanta —Buford, GA
- $65,000 - $75,000 a year
- Full-time
- Clean driving record
- Computer literacy
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Retail Associate - Lennox
Aritzia —Atlanta, GA
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Service Advisor
Gwinnett Place Honda —Duluth, GA
- Weekends as needed
- Dealership
- Ability to walk for extended periods
- 5 years
Service Advisor
AutoNation —Buford, GA
- Full-time
- Clean driving record
- Dealership
- High school diploma or GED
- Dental insurance
- Vision insurance
Quick Apply
7d
Advisor - Buckhead
Warby Parker —Atlanta, GA
- Overtime
- Fair chance
- Entry level
- AD&D insurance
- Employee stock purchase plan
Quick Apply
14d
Business Development Advisor
UMA Education —Atlanta, GA
- $25 an hour
- Weekends as needed
- Remote
- 18 years or older
- Microsoft Excel
- English
- Health savings account
- Disability insurance
Quick Apply
Associate Client Advisor
Bessemer Trust Company, N.A. —Atlanta, GA
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
6d

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Associate Advisor jobs near Duluth, GA

Associate Financial Advisor

NettWorth Financial Group -
Cumming, GA

Quick Apply

Job Details

Full-time
$70,000 - $90,000 a year

Qualifications

Financial services customer support
Customer relationship building
Microsoft Outlook
Administrative experience
Managing clients in a customer support role
Client database systems
Series 7
Bachelor's degree
Video conferencing software
Client services experience
Financial product expertise
Relationship management
CRM system proficiency
Series 65
Life & Health Insurance License
Experience practicing in the securities industry
Account management experience
Video conferencing systems operation
Time management
Customer data entry

Full Job Description

Job Description

Job Title: Associate Financial Advisor

Reports To: Senior Financial Advisor

Job Status: Full-time

Compensation: Salary + Bonus (Or Commissions)

NettWorth Financial Group is looking to find a candidate for an Associate Financial Advisor position in Cumming, GA. As part of this opportunity, you will work directly with a Senior Advisor who will be your mentor throughout the life of the position. In addition to a mentor who is an industry expert with over 30 years’ experience working in their niche market, you will have access to:

Existing clients and prospective clients
Top-notch administrative support
Marketing support
Name and brand recognition of firm due to length of time & presence in the community
The equipment and software you need for illustrations and reports

Essential Duties and Responsibilities:

Service Senior Advisor’s book of business
Lead client review meetings
Manage multiple client relationships
Oversee and monitor portfolios for goal alignment
Provide market quotes, place orders, rebalance accounts as directed
Prepare financial plans and investment recommendations under supervision
Analyze financial statements and perform calculations; suggest preliminary recommendations and run illustrations
Research and resolve client service problems for errors as needed
Calendar management for scheduling meetings, conference calls; appointment confirmations and appointment materials
Maintain accurate client information in proprietary systems
Manage all details of clients in CRM, record client appointment notes, workflows, and database lists
Draft written and electronic correspondence, as needed
Process cashiering and asset movement requests such as distributions, and wire and check requests.
Ability to generate referrals, new client relationships and professional relationships
Office administrative support as needed
Manage new client onboarding, including paperwork, account opening, and communication
Perform other duties as assigned

Professional Growth:

Training – Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions.
Expand a business practice by using effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets.
Learn necessary selling skills practices, Develop, and improve subject matter expertise and sales skills
Willingness to obtain recognized professional designations as a commitment to excellence
Entrepreneurial minded with a strong work ethic
Desire to help others manage and achieve financial confidence

Required Skills

Industry and product knowledge
Understanding and proficiency in regard to customer relationships, customer service, data entry, confidentiality, problem resolution and MS Office products such as Word, Excel, Outlook.
Experience with CRMs such as Redtail
Experience with virtual meeting applications such as Go To Webinar, Zoom.
Excellent oral and written communication skills
Energetic and outgoing personality with great interpersonal skills
Excellent organizational, time management and multi-tasking skills
Organized, meticulous, detail-oriented and able to multitask
Ability to work some evenings and on weekend depending on event schedule
Ability to work independently and under pressure in a fast-paced environment
Professional attitude, demeanor, and appearance

Education and Experience

Bachelor’s degree and a minimum of four(4) years’ experience in the financial services industry – or equivalent combination of experience, education and/or training as approved by the firm
Client service/relationship management experience required.

Licenses/Certifications

FINRA Series 7, Series 65, Life and Health licensing required with a commitment to obtaining further continuing education requirements to maintain licensing

NettWorth Financial Group is affiliated with the Broker Dealer, Cambridge Investment Research, inc. and the independent clearing firms, Pershing LLC and NFS.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and NettWorth Financial Group are not affiliated.

Pay: $70,000.00 - $90,000.00 per year

License/Certification:

Series 7 (Required)

Ability to Commute:

Cumming, GA 30040 (Required)

Work Location: In person

Quick Apply

Refine Your Search

Associate Advisor jobs in Duluth, GA

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SERVICE EXPERIENCE ADVISOR

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