Top 1609 Client advisor Jobs in Atlanta, Ga

VP, Advisor Solutions
Sourced. —Atlanta, GA
- $150,000 - $175,000 a year
- Full-time
- Up to 50% travel
- Office
- Business development
- Disability insurance
- Health insurance
Quick Apply
Financial Services Professional - Hybrid Remote (GA)
Bankers Life —Stockbridge, GA
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Change Management & Communications Manager
Boston Consulting Group —Atlanta, GA
- $101,000 - $123,000 a year
- Full-time
- 5 years
- Urgent Care
- Office
- Profit sharing
- Paid parental leave
Senior Analyst - BCG Vantage, Organization Design & Operating Model
Boston Consulting Group —Atlanta, GA
- $115,700 - $119,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Urgent Care
- Profit sharing
- Paid parental leave
Financial Advisor
Edward Jones —Atlanta, GA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Client Success Representative (Remote)
Demand.com —Atlanta, GA
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Senior Advisor, Client Engagement—Media and Audience Strategy
Epsilon —Atlanta, GA
- $96,000 - $144,000 a year
- Email
- Hybrid work
- Bachelor's degree
- Fair chance
- Experience equivalent to degree accepted
- Commuter assistance
- Paid holidays
MCQUEEN Client Advisor, Atlanta
Alexander McQueen —Atlanta, GA
- Full-time
- Merchandising
- Mid-level
- Communication skills
14d
Retail Associate - Lennox
Aritzia —Atlanta, GA
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Client Advisor - Atlanta Phipps
Tiffany & Co. —Atlanta, GA
- Weekends as needed
- Microsoft Outlook
- Mid-level
- US work authorization
Client Advisor - Atlanta
Dolce & Gabbana —Atlanta, GA
- Merchandising
- Mid-level
- Mentoring
Client Advisor - Atlanta Lenox
Tiffany & Co. —Atlanta, GA
- Weekends as needed
- Microsoft Outlook
- Mid-level
- US work authorization
Advisor, Client Engagement—Media and Audience Strategy
Epsilon —Atlanta, GA
- $88,000 - $132,000 a year
- Email
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Bachelor's degree
- Commuter assistance
- Paid holidays
Temporary Client Advisor - Atlanta Phipps Plaza
Loewe —Atlanta, GA
- Temporary
- Writing skills
- 3 years
- Organizational skills
- Paid holidays
- Health insurance
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
Servicing Travel Advisor III - Chase Travel (Remote-Atlanta, GA)
JPMorganChase —Atlanta, GA
- Weekends as needed
- Remote
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- Tuition reimbursement
7d
Customer Success Manager
3E —Atlanta, GA
- $74,000 - $84,000 a year
- Full-time
- Remote
- Mid-level
- 2 years
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
9d
Director of Success
Connecteam —Atlanta, GA
- $170,000 - $200,000 a year
- Remote
- Mentoring
- Senior level
- Leadership
- Health insurance
- 401(k)
Quick Apply
Service Advisor - Perimeter Mall
Aritzia —Atlanta, GA
- Part-time
- Mid-level
Leader, Client Executive
Cisco Systems —Atlanta, GA
- $319,800 - $505,500 a year
- Full-time
- Remote
- Engineering
- Mentoring
- US work authorization
- Paid parental leave
- Paid holidays
6d

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client advisor jobs near atlanta, ga

VP, Advisor Solutions

Sourced. -
Atlanta, GA

Quick Apply

Job Details

Full-time
$150,000 - $175,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Vendor relationship building
Strategic management
Teamwork
Series 7
Management consulting
FINRA License
Experience at securities companies
Series 63
Senior leadership

Full Job Description

The Opportunity

We are seeking a VP, Advisor Solutions to serve as a senior relationship leader and strategic partner for our independent financial advisor client. This role focuses on delivering proactive practice management guidance to enhance advisor productivity, profitability, and scalability.

At a Glance

Compensation - $150,000 - $175,000 annual salary
Location - Atlanta, GA 30345
Benefits - Health, Dental, Vision, and Life Insurance, as well as 401(k), 15 days PTO, Short & Long Term Disability, and AFLAC
Travel: Required for advisor business reviews
Focus -Advisor Affiliation & Pipeline Management

Your Impact

Relationship Management: Build deep, trusted partnerships with advisors and their teams as their primary strategic lead.
Business Intelligence: Maintain comprehensive knowledge of advisor business models, demographics, and growth initiatives (travel required).
Practice Consulting: Deliver proactive counsel on business development, operational efficiency, technology, and succession planning.
Strategic Alignment: Partner with the Investment Solutions team to align product sourcing with advisor demand and market trends.
Firm Advocacy: Drive advisor engagement and adoption of firm initiatives, platform enhancements, and available resources.
Cross-Functional Collaboration: Coordinate with Operations, Compliance, and leadership to align firm policies with the advisor experience.
Communication Governance: Review and approve advisor-facing communications to ensure brand alignment and strategic intent.
Community Leadership: Lead the Strategic Advisory Council and foster community through workshops, webinars, and best-practice sharing.
Event & Marketing Strategy: Collaborate with Marketing to develop conference content and articulate the firm’s value proposition.
Technology Oversight: Provide strategic input on advisor-facing software and vendor relationships to maximize utility.
Cultural Leadership: Contribute to a high-performance culture through collaborative thought leadership and a focus on advisor success.

The Must-Haves:

Experience: Minimum 10 years in the securities or wealth management industry.
Industry Background: Experience with independent advisors, RIAs, or broker-dealer environments.
Credentials: FINRA Series 7, 63, 65/66 (Highly Preferred); CFP or ChFC (Bonus).
Consulting Skills: Demonstrated ability to serve as a strategic business consultant with strong business acumen.
Specialization: Prior experience in practice management or relationship management leadership.

The "Bonus Points":

Technical Savvy: Proficiency with industry software and advisor technology platforms.
Registrations: Relevant securities registrations.
Communication: Exceptional verbal, written, and presentation skills, with the ability to influence others.

Why Join This Team?

You will work at the intersection of strategy and execution. This isn't a high-volume call center environment; it’s a strategic sales and consulting role where you collaborate directly with the Transition and Marketing teams to ensure every new advisor you bring on is set up for long-term success.

Sourced. is hiring on behalf of this company. We will be working with all candidates during the hiring process. For client confidentiality, we will not disclose our client's name until you are approved for an interview with the client.

Pay: $150,000.00 - $175,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Application Question(s):

Do you have any of the following credentials (if so, please identify which)?

FINRA Series 7, Series 63, Series 65/66, CFP or ChFC.

Does your required annual salary fall within the annual salary provided for this position - $150,000 - $175,000 annually?

Experience:

securities and/or wealth management: 10 years (Required)
RIA and/or broker-dealer: 8 years (Required)

Ability to Commute:

Atlanta, GA 30345 (Required)

Willingness to travel:

50% (Required)

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in atlanta, ga

VP, Advisor Solutions

Financial Services Professional - Hybrid Remote (GA)

Change Management & Communications Manager

Senior Analyst - BCG Vantage, Organization Design & Operating Model

Financial Advisor

Client Success Representative (Remote)

Senior Advisor, Client Engagement—Media and Audience Strategy

MCQUEEN Client Advisor, Atlanta

Retail Associate - Lennox

Client Advisor - Atlanta Phipps

Client Advisor - Atlanta

Client Advisor - Atlanta Lenox

Advisor, Client Engagement—Media and Audience Strategy

Temporary Client Advisor - Atlanta Phipps Plaza

Senior Client Services Associate - Atlanta, GA

Servicing Travel Advisor III - Chase Travel (Remote-Atlanta, GA)

Customer Success Manager

Director of Success

Service Advisor - Perimeter Mall

Leader, Client Executive

I want to receive the latest job alert for client advisor in atlanta, ga

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