Top 16 Financial advisors Jobs in Augusta, Ga

Financial Counselor
GBX Consultants —Fort Gordon, GA
- Full-time
- CPA
- Mid-level
- 3 years
- Retirement plan
Quick Apply
1d
Financial Advisor Trainee (Augusta, GA)
Raymond James Financial, Inc. —Augusta, GA
- Full-time
- Writing skills
- 3 years
- Finance
- Paid holidays
- Health insurance
Financial Advisor
First Command Financial Services, Inc. —Evans, GA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Associate Financial Advisor
Edward Jones —Evans, GA
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
13d
Private Client Associate - Aiken, SC
Janney Montgomery Scott LLC —Aiken, SC
- $60,000 - $65,000 a year
- Full-time
- Microsoft Outlook
- Office
- Bachelor's degree
- Paid parental leave
- Disability insurance
Wealth Management Trainee (GA)
Bankers Life —Augusta, GA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Account Executive - Aiken, SC
Janney Montgomery Scott LLC —Aiken, SC
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid time off
- Parental leave
Quick Apply
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
5d
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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Financial Advisor Trainee (Augusta, GA)
Raymond James Financial, Inc. —Augusta, GA
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity),…
Private Client Associate - Aiken, SC
Janney Montgomery Scott LLC —Aiken, SC
Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.
$60,000 - $65,000 a year

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Senior Paraplanner
TPM Placement —Columbus, OH
Must obtain insurance license within 12 months of hire. We take pride in making each client's needs and goals our own, and we work to understand who they are as…
$110,000 - $130,000 a year
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Senior Financial Advisor - Experienced Professionals
First Command —Columbus, OH
The drive and discipline to run your own independent business-offering flexible hours and the opportunity to earn unlimited income based on commissions and…
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Financial Counselor

GBX Consultants -
Fort Gordon, GA

Quick Apply

Job Details

Full-time
1 day ago

Benefits

Retirement plan

Qualifications

Coaching
In-person customer service
Care documentation
Bachelor's degree
Online instruction
Individual counseling
Remote training

Full Job Description

GBX Consultants, Inc. is accepting resumes for a Financial Counselor at Ft. Gordon. The Army Transition Assistance Program (TAP) provides members of the Armed Forces with the highest quality of services, training, and transition support to make their transition from the military into civilian life a success. The Financial Counselor provides certified financial counseling and instruction to Service members and eligible clients throughout the military-to- civilian transition process. The Financial Counselor helps clients understand their current financial condition, identify risk, develop realistic, post-transition financial plans, and make informed decisions regarding income, expenses, credit, debt, taxes, insurance, benefits, and long-term financial readiness.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

Deliver individual financial counseling and group instruction, using approved Army and DoD financial readiness, curriculum and guidance.
Assess client, financial readiness, identify risk, indicators, and help develop practical transition budget and post-separation financial plans.
Educate clients on cash flow, debt management, credit, taxes, insurance, emergency savings, retirement, benefits, and changes in military compensation.
Explain financial considerations associated with employment, education, relocation, housing, health care, and family transitions.
Provide feedback on required financial plans and supporting documentation in accordance with TAP and Career Readiness Standards.
Refer clients to appropriate military, Government, nonprofit, and community financial resources when needs exceed the scope of the role.
Document counseling, instruction, assessments, referrals, and completion status accurately and on time in the designated system of record.
Coordinate with Transition Counselors, CIMs, installation personnel, and partner organizations to ensure integrated support and continuity of care.
Support virtual, in-person, mobile, and surge delivery based on regional workload and client demand.
Maintain professional credentials and complete all required training, quality reviews, and continuing education.

EDUCATION AND EXPERIENCE REQUIREMENTS

Bachelor’s degree from an accredited institution.
A current nationally recognized financial counseling, planning, coaching, or education certification appropriate to the work.
At least three years of experience providing financial counseling or advising individuals on financial benefits, resources, budgeting, debt, credit, taxes, or life-cycle financial planning.
Knowledge of financial readiness, fundamentals, and financial considerations affect affecting Service members and families during transition.
Ability to deliver effective individual counseling and group instruction in both in-person and virtual environments.
Strong judgment, communication, documentation, confidentiality, and customer service skills.
Ability to obtain and maintain required government suitability, installation, access, Common Access Card, and system access.

PREFERRED QUALIFICATIONS

AFC®, CFP®, ChFC®, CPA, or another nationally recognized credential relevant to financial counseling or planning.
Experience supporting military financial readiness, personal financial management, transition assistance, veterans, or military families.
Knowledge of military compensation, retirement, survivor benefits, VA benefits, education benefits, and post-service financial planning.

ADDITIONAL REQUIREMENTS

Applicants must undergo a background investigation (National Agency Check) conducted by the federal government.
Must be a U.S. citizen.
May be assigned as a shared, regional or enterprise specialist and provide synchronous virtual services across multiple installations and time zones.
Must maintain all professional certification and continuing education requirements throughout employment.

PHYSICIAL DEMANDS

Standing and sitting for long periods of time.
Occasional lifting, carrying, pushing or pulling of up to 10 lbs.
Oral communication over the phone and in person.
Alpha/numeric keyboarding.
Ability to view computer monitor.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin. EOE/Vet/Disabled

Quick Apply

Refine Your Search

financial advisors jobs in augusta, ga

Financial Counselor

Financial Advisor Trainee (Augusta, GA)

Financial Advisor

Associate Financial Advisor

Private Client Associate - Aiken, SC

Wealth Management Trainee (GA)

Account Executive - Aiken, SC

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area

Empower Financial Planner

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