Top 40 Trust 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
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Atlanta, GA
- $140,000 - $190,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
3d
Senior Trust Administrator
Blue Trust Inc —Alpharetta, GA
- Full-time
- Office
- 3 years
- Finance
Trust & Estate Associate
Fox Rothschild LLP —Atlanta, GA
- 5 years
- Office
- US work authorization
Associate Client Advisor
Bessemer Trust Company, N.A. —Atlanta, GA
- Hybrid work
- Research
- Mid-level
- Office
- 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, 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
VP of Trust & Fiduciary
Queensborough National Bank and Trust —Atlanta, GA
- Hybrid work
- Office
- Business development
- Organizational skills
Quick Apply
Office Manager
Bessemer Trust Company, N.A. —Atlanta, GA
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Profit sharing
- Paid parental leave
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
Advisor Development Leader
Savant —Atlanta, GA
- $115,000 - $155,000 a year
- Full-time
- Marketing
- Office
- Finance
- Health savings account
- AD&D insurance
Onsite Business Consultant — Operations, Business Development, & Financial Performance
Cogent Talent Solutions —Atlanta, GA
- $130,000 - $165,000 a year
- Full-time
- 5 years
- English
- Driver's License
Quick Apply
Senior Relationship Advisor
Northern Trust Corp. —Atlanta, GA
- Full-time
- 11+ years
- Business development
- Mentoring
Talent Acquisition Specialist (Temp)
Georgia State University —Atlanta, GA
- $20 - $23 an hour
- Temporary
- Background check
- Writing skills
- Mid-level
10d
Senior Corporate Counsel – Wealth Management - Personal Trust and Investments Attorney
U.S. Bank National Association —Atlanta, GA
- $133,365 - $156,900 a year
- Full-time
- 5 years
- US work authorization
- Fair chance
- Paid holidays
- Disability insurance
PWM Private Wealth Advisor
U.S. Bank National Association —Atlanta, GA
- $126,820 - $175,000 a year
- Full-time
- 8 years
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Governing Board Member/Volunteer
Dekalb Preparatory Academy —Decatur, GA
- Part-time
- Hybrid work
- Background check
- Children
- Contracts
Quick Apply
8d
Director of Operations
Kestra Financial —Atlanta, GA
- Full-time
- Office
- Finance
- Supervising experience
- Health insurance
- 401(k)
Quick Apply
Audit Director
Truist Bank —Atlanta, GA
- $185,000 - $200,000 a year
- Full-time
- CPA
- English
- Office
- AD&D insurance
- Paid holidays
1d
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

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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

trust fiduciary jobs in atlanta, ga

Financial Advisor

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Senior Trust Administrator

Trust & Estate Associate

Associate Client Advisor

Tax Support Specialist (Atlanta, GA)

Associate, Portfolio Valuation and Fund Advisory Services – Multiple Locations

VP of Trust & Fiduciary

Office Manager

Chief Executive Officer

Advisor Development Leader

Onsite Business Consultant — Operations, Business Development, & Financial Performance

Senior Relationship Advisor

Talent Acquisition Specialist (Temp)

Senior Corporate Counsel – Wealth Management - Personal Trust and Investments Attorney

PWM Private Wealth Advisor

Governing Board Member/Volunteer

Director of Operations

Audit Director

Chief Operating Officer (COO)

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

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