Top 12 Financial planner Jobs in Augusta, Ga

Account Executive - Aiken, SC
Janney Montgomery Scott LLC —Aiken, SC
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid time off
- Parental leave
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Financial Service Professional
Bankers Life —Martinez, GA
- $41,000 - $62,000 a year
- Weekends as needed
- Sales
- Office
- Driver's License
- Opportunities for advancement
- Flexible schedule
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Wealth Management Trainee (GA)
Bankers Life —Augusta, GA
- $50,000 - $80,000 a year
- Full-time
- Entry level
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Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350K+
United Placement Group —Augusta, GA
- $150,000 - $350,000 a year
- Full-time
- Hybrid work
- Travel
- Senior level
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1d
Onsite Business Consultant — Operations, Business Development, & Financial Performance
Cogent Talent Solutions —Augusta, GA
- $130,000 - $165,000 a year
- Full-time
- 5 years
- English
- Driver's License
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Financial Advisor
First Command Financial Services, Inc. —Evans, GA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
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

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Account Executive - Aiken, SC
Janney Montgomery Scott LLC —Aiken, SC
Series 7, 63/65 or 66 and a life insurance license (or become life licensed in 6 months). Responsible for working alongside a Financial Advisor Team to develop…
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Financial Advisor (Training and Licensing Provided)
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*Educate*—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
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Wealth Management Trainee (OH)
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Account Executive - Aiken, SC

Janney Montgomery Scott LLC
Aiken, SC

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Job Details

Full-time

Benefits

Paid time off
Parental leave
Professional development assistance
Referral program

Qualifications

Professional ethics
Series 7
Experience practicing in the securities industry
Financial markets knowledge

Full Job Description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

Responsible for working alongside a Financial Advisor Team to develop individualized financial plans, assist with providing investment related analysis and advice, as well as executing investment plans to existing and new client relationships. This individual must be knowledgeable of and comply with all rules and regulations of the firm as well as the various regulatory agencies.
What you are good at

Financial Guidance – Keep current on market conditions, firm research and available investment products and strategies. May use a financial planning approach during the sales and delivery process. May act as a primary advisor for the accounts assigned to him/her by the FA Team.
Initiative - Assists the FA Team to implement a defined asset allocation and investment strategy. Offers investment ideas and advice beyond investments based on firm resources, team guidelines and asset allocation strategies tailored to risk profiles and investment objectives. Implements a client service strategy within the FA Team’s guidelines to ensure high quality client service.
Building Relationships – Meets with and profile existing and new client relationships to identify investment and lending needs and coordinate the delivery of investment, fiduciary and lending solutions to satisfy those needs (e.g., retirement and estate planning, funding for college, and general investment options). May participate in client meetings to assist in bringing additional assets and strengthening relationships.

What you have

Bachelor’s Degree and 5 years of relevant work experience in financial services preferred.
Series 7, 63/65 or 66 and a life insurance license (or become life licensed in 6 months).
Commitment to professional growth, with the expectation to obtain the Certified Financial Planner (CFP) designation in the future.
Demonstrated passion and genuine interest in financial markets.
Strong oral and written communication skills.
Detail oriented.
Ability to manage their own time to support the overall goals of the team.
Ability to work in a fast-paced, deadline-oriented environment.
Critical thinking skills.
High ethical standards.

Why work for us?
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Paternal Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

Quick Apply

Refine Your Search

financial planner jobs in augusta, ga

Account Executive - Aiken, SC

Financial Service Professional

Wealth Management Trainee (GA)

Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350K+

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

Financial Advisor

Private Client Associate - Aiken, SC

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