Top 81 Fiduciary Jobs in Atlanta, Ga

Financial Advisor
Sourced. —Atlanta, GA
- $61,742.05 - $74,356.02 a year
- Weekends as needed
- 7 years
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Client Service Coordinator (Atlanta, GA)
Mercer Advisors —Atlanta, GA
- $23 - $26 an hour
- Day shift
- Microsoft Word
- Microsoft Outlook
- Office
- Paid parental leave
- Health savings account
Quick Apply
11d
Office Manager
Bessemer Trust Company, N.A. —Atlanta, GA
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Profit sharing
- Paid parental leave
Tax Support Specialist (Atlanta, GA)
Mercer Advisors —Atlanta, GA
- $31 - $36 an hour
- Weekends as needed
- Hybrid work
- Microsoft Outlook
- Customer service
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Associate Client Advisor
Bessemer Trust Company, N.A. —Atlanta, GA
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Relationship Associate (Wealth Management)
Franklin Templeton Investments —Atlanta, GA
- $71,400 - $84,000 a year
- Email
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Mid-level
- Paid holidays
- Paid time off
Hotel General Manager - Courtyard by Marriott
Courtyard by Marriott Atlanta Windy Hill Ballpark —Atlanta, GA
- Weekends as needed
- Hotel
- Ability to lift 50 pounds
- Senior level
- Health insurance
- Dental insurance
Quick Apply
3d
Architectural Associate
Flad Architects —Atlanta, GA
- Email
- Hybrid work
- Office
- Master's degree
- Bachelor's degree
- Free parking
- Paid holidays
8d
Associate, Application Engineer - Atlanta
BlackRock Investments —Atlanta, GA
- $120,000 - $148,000 a year
- Hybrid work
- Computer science
- Azure
- Computer Science
- Health insurance
- Tuition reimbursement
Chief Executive Officer
NACDD —Atlanta, GA
- $200,000 - $225,000 a year
- Remote
- Data analysis skills
- Master's degree
- Travel
- AD&D insurance
- Paid holidays
VP of Trust & Fiduciary
Queensborough National Bank and Trust —Atlanta, GA
- Hybrid work
- Office
- Business development
- Organizational skills
Quick Apply
Chief Operating Officer (COO)
Giving Kitchen —Atlanta, GA
- $150,000 - $170,000 a year
- Full-time
- Hybrid work
- Office
- GAAP
- QuickBooks
- Paid holidays
- Health insurance
Talent Acquisition Specialist (Temp)
Georgia State University —Atlanta, GA
- $20 - $23 an hour
- Temporary
- Background check
- Writing skills
- Mid-level
5d
Associate, Portfolio Valuation and Fund Advisory Services – Multiple Locations
Houlihan Lokey —Atlanta, GA
- $100,000 - $160,000 a year
- Full-time
- Mid-level
- Office
- 3 years
Retirement Plan Sales Consultant
CBIZ —Atlanta, GA
- Hybrid work
- 5 years
- Writing skills
- Mid-level
- Health insurance
- Dental insurance
Advisor, Retirement Plan Services
Aprio —Atlanta, GA
- Full-time
- Hybrid work
- Sales
- 5 years
- Bachelor's degree
- Profit sharing
- Wellness program
4d
Advisor Development Leader
Savant —Atlanta, GA
- $115,000 - $155,000 a year
- Full-time
- Marketing
- Office
- Finance
- Health savings account
- AD&D insurance
Planned Giving Resource Manager
SALVATION ARMY TERRITORIAL HEADQUARTERS PAYROLL ACCOUNT —Atlanta, GA
- Full-time
- Office
- Finance
- Business development
- Health insurance
- Dental insurance
Quick Apply
Governing Board Member/Volunteer
Dekalb Preparatory Academy —Decatur, GA
- Part-time
- Hybrid work
- Background check
- Children
- Contracts
Quick Apply
2d
Property Manager
ARCAN Capital —Marietta, GA
- Weekends as needed
- Microsoft Excel
- 3 years
- Driver's License
- Health insurance
- Dental insurance
Quick Apply

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Financial Advisor

Sourced. -
Atlanta, GA

Quick Apply

Job Details

Full-time
$61,742.05 - $74,356.02 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Cell phone reimbursement
Vision insurance

Qualifications

Financial planning
Financial planning software
Customer communication
Customer relationship building
Series 66
Small business experience
Launching new business lines
Bachelor's degree
Client base expansion
Investment client management
Customer relationship management (CRM) systems (technically supported)
Financial product expertise
Financial concepts
Customer relationship management
Client acquisition
Investment risk management
Insurance for risk management
Client growth strategy
New business target achievement
Experience practicing in the securities industry
Business
Retirement planning advisory services
Accounting

Full Job Description

What We Are Looking For:

We are seeking a Financial Advisor who is interested in leading a highly respected advocacy and referral company expand into financial advisory services and to help build and grow this new offering from the ground up. You will serve as a primary point of contact for individual clients, providing comprehensive financial planning, investment guidance, and ongoing relationship management. This role is ideal for a seasoned advisor from a small practice who is excited by an entrepreneurial opportunity to help design processes, shape client experience, and grow a book of business.

Compensation And Benefits:

Base Salary Starting At $70,000 - $100,000 base salary
Phone Reimbursement - $50-$100 month
Full Benefits Package

Your Responsibilities:

Conduct in-depth discovery of clients’ financial situations, goals, time horizons, and risk tolerance, then develop and present personalized financial plans.
Provide recommendations on retirement planning, investments, insurance, budgeting, and other personal finance needs, clearly explaining risks and benefits.
Implement agreed-upon strategies, including coordinating investments and financial products consistent with a fiduciary standard and client best interests.
Monitor client portfolios and financial plans, proactively recommend adjustments based on market conditions and life changes.
Maintain regular, transparent communication with clients to build trust and long-term relationships, including periodic reviews and check-ins.
Collaborate with marketing and leadership teams to attract and convert new clients from current audience base, including webinars, content, and events.
Ensure compliance with all regulatory, licensing, and firm policies, including proper documentation, disclosures, and recordkeeping.
Host both in-office (Atlanta, GA) and virtual client meetings as needed.
Attend occasional evening or weekend client meetings or events as needed.

Qualifications We Require:

7+ years of successful experience as a financial advisor, financial planner, or similar role in a small or independent practice setting.
Proven track record of building and retaining a client base and meeting revenue or asset-growth targets.
Active licenses as required for the products and services offered (for example Series 65/66 and applicable state registrations), or ability to obtain promptly.
CFP, ChFC, or similar professional designation, or a clear plan and progress toward one. (Preferred)
Familiarity with financial planning and CRM software tools.
Bachelor’s degree in finance, accounting, business, economics, or a related field.
Strong working knowledge of personal financial planning, retirement strategies, investments, and risk management/insurance.
Excellent communication skills with the ability to explain complex financial concepts in clear, accessible language.
High ethical standards and a client-first mindset; fiduciary orientation strongly preferred.

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: $61,742.05 - $74,356.02 per year

Benefits:

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

Application Question(s):

Do you have any experience building or launching a new practice, office, or service line?
Does your desired annual salary fall within the salary provided for this position - $70,000 - $100,000 per year?

Experience:

Financial planning: 7 years (Required)
Customer relationship management: 7 years (Required)

Ability to Commute:

Atlanta, GA 30314 (Required)

Work Location: In person

Quick Apply

Refine Your Search

fiduciary jobs in atlanta, ga

Financial Advisor

Client Service Coordinator (Atlanta, GA)

Office Manager

Tax Support Specialist (Atlanta, GA)

Associate Client Advisor

Relationship Associate (Wealth Management)

Hotel General Manager - Courtyard by Marriott

Architectural Associate

Associate, Application Engineer - Atlanta

Chief Executive Officer

VP of Trust & Fiduciary

Chief Operating Officer (COO)

Talent Acquisition Specialist (Temp)

Associate, Portfolio Valuation and Fund Advisory Services – Multiple Locations

Retirement Plan Sales Consultant

Advisor, Retirement Plan Services

Advisor Development Leader

Planned Giving Resource Manager

Governing Board Member/Volunteer

Property Manager

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

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