Top 587 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
Senior Associate, Transaction Advisory
Forvis Mazars —Atlanta, GA
- Full-time
- CPA
- Mid-level
- Finance
Quick Apply
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
14d
Automotive Service Advisor - Group 1 Toyota Stone Mountain
Group 1 Automotive, Inc. —Lilburn, GA
- Full-time
- Dealership
- Computer literacy
- Mid-level
- Paid training
- Employee stock purchase plan
Quick Apply
13d
Client Experience Associate
Bill Good Marketing —Atlanta, GA
- $45,000 - $54,000 a year
- Full-time
- Office
- Entry level
- Health insurance
- Retirement plan
Quick Apply
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
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
9d
Associate Client Advisor
Bessemer Trust Company, N.A. —Atlanta, GA
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
11d
Financial Aid Advisor (Online Division)
Herzing University —Atlanta, GA
- $20.54 - $29.42 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Bachelor's degree
- Health insurance
- Paid time off
Retail Associate - Lennox
Aritzia —Atlanta, GA
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
ASSOCIATE, DATA ENGINEER
Cresset Capital —Atlanta, GA
- $85,000 - $110,000 a year
- Computer Science
- Mid-level
- AWS
- Health savings account
- Disability insurance
Quick Apply
Associate Wealth Advisor
Waverly Advisors, LLC —Atlanta, GA
- Computer literacy
- Mid-level
- Office
- Profit sharing
- Paid holidays
Quick Apply
Vetco Clinic Advisor
Petco —Duluth, GA
- Part-time
- Mid-level
- In-person
- Health insurance
- 401(k)
13d
IT Senior Associate
Doeren Mayhew CPAs and Advisors —Duluth, GA
- Weekends as needed
- Mid-level
- 2 years
Quick Apply
Micro Tech
Certified Group —Atlanta, GA
- $19 - $20 an hour
- High school diploma or GED
- Associate's degree
- Ability to lift 25 pounds
Quick Apply
Audit Associate
Doeren Mayhew CPAs and Advisors —Duluth, GA
- Mid-level
- Analysis skills
- Travel
Quick Apply
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
Trust Associate
Blue Trust Inc —Alpharetta, GA
- Full-time
- Computer literacy
- Mid-level
- Office
Associate Consultant
CMSPI —Atlanta, GA
- Full-time
- Hybrid work
- Mid-level
- Office
- Microsoft Office
- Commuter assistance
- Health savings account
Quick Apply
7d
Assistant Director of Student Engagement Programs - Campus Life
Emory University —Atlanta, GA
- Weekends as needed
- Mid-level
- Master's degree
- University

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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

Associate Financial Advisor

Senior Associate, Transaction Advisory

Automotive Service Advisor - Group 1 Honda Stone Mountain

Automotive Service Advisor - Group 1 Toyota Stone Mountain

Client Experience Associate

Associate, Advisor Support Associate

Talent Business Advisor Senior Associate

Associate Client Advisor

Financial Aid Advisor (Online Division)

Retail Associate - Lennox

ASSOCIATE, DATA ENGINEER

Associate Wealth Advisor

Vetco Clinic Advisor

IT Senior Associate

Micro Tech

Audit Associate

Customer Service and Support Associate

Trust Associate

Associate Consultant

Assistant Director of Student Engagement Programs - Campus Life

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