Wealth Management Advisor Salaries in Georgia

Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth…

$85,000 - $135,000 a year

Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a…

$143,905 - $200,000 a year

Using the client’s proven consultative framework, you’ll assess each prospect’s retirement situation, educate them on advanced tax planning strategies, and help…

$90,000 - $360,000 a year

Manage an assigned account base of sophisticated wealth management clients by working closely with client service teams, clients, and their professional…

Active series 65 or 66 securities license Required . Bachelor’s degree in accounting, finance, or a related field preferred. Bachelor's degree is required.

Handle routine communication with clients and their advisors via telephone, email and fax. Work with Client Administration Team to open accounts and coordinate…