Top 89 Financial advisor Jobs in Cumming Ga

Financial Services Sales Representative – Insurance & Investments
Evan Profeta State Farm Insurance Agency —Cumming, GA
- $40,000 - $120,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- 401(k)
- Paid time off
Quick Apply
Associate Financial Advisor
NettWorth Financial Group —Cumming, GA
- $70,000 - $90,000 a year
- Weekends as needed
- Background check
- Microsoft Outlook
- Mid-level
Quick Apply
Trust Investment Manager
The MOHR Enterprises LLC —Atlanta, GA
- Up to $160,000 a year
- Finance
- Bachelor's degree
- Senior level
Quick Apply
Wealth Management Trainee (GA)
Bankers Life —Buford, GA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (GA)
Bankers Life —Woodstock, GA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Investment Consultant - Atlanta (Peachtree Corners), GA
Charles Schwab —Peachtree Corners, GA
- $27.40 - $39.28 an hour
- Mid-level
- Office
- Business development
- Paid parental leave
- Employee stock purchase plan
J.P. Morgan Wealth Management - Private Client Advisor - Marietta, GA
JPMorganChase —Marietta, GA
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
2 Financial Solutions Advisor roles- Roswell Financial Center and Deer Run Financial Center
Bank of America —Roswell, GA
- Full-time
- Background check
- Writing skills
- Mid-level
6d
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
10d
Financial Aid Advisor – Roswell, GA campus
Gwinnett Colleges & Institute —Roswell, GA
- Email
- Mid-level
- Microsoft Office
- University
Client Support Specialist - Greater Atlanta, GA Area (REMOTE)
Fidelity Investments —Atlanta, GA
- Full-time
- Mid-level
- Residential
- Business development
Financial Advisor
The Piedmont Group —Dawsonville, GA
- $70,000 - $150,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Advisor - Family Office
Blue Trust Inc —Alpharetta, GA
- CPA
- 5 years
- Mid-level
Financial Aid Advisor
Paul Mitchell Schools —Roswell, GA
- $24 - $27 an hour
- Full-time
- Computer literacy
- Mid-level
- 2 years
- Health insurance
- Dental insurance
Quick Apply
2d
Finance Broker
AMT SOLUTIONS LLC —Atlanta, GA
- $61,701.16 - $74,306.77 a year
- Temporary
- Hybrid work
- Background check
- In-person
- Communication skills
- Work from home
- Professional development assistance
Quick Apply
Financial Aid Advisor (Online Division)
Herzing University —Atlanta, GA
- $20.54 - $29.42 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Health insurance
- Paid time off
Senior Trust Administrator
Blue Trust Inc —Alpharetta, GA
- Full-time
- Office
- 3 years
- Finance
Financial Services Representative - SIE (Alpharetta, GA)
Morgan Stanley —Alpharetta, GA
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- 1 year
- Paid training
- Employee stock purchase plan
Financial Advisor
First Command Financial Services, Inc. —Alpharetta, GA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Portfolio Analyst/Trader
Vident Asset Management —Alpharetta, GA
- Computer Science
- Engineering
- Mid-level
- Paid holidays
- Disability insurance

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financial advisor jobs near cumming ga

Financial Services Sales Representative – Insurance & Investments

Evan Profeta State Farm Insurance Agency
Cumming, GA

Quick Apply

Job Details

Full-time
$40,000 - $120,000 a year

Benefits

401(k)
Paid time off
401(k) matching

Qualifications

Financial sales
Customer relationship building
Property & Casualty License
Bachelor's degree
Insurance sales
Life & Health Insurance License

Full Job Description

Job Overview
Established State Farm agency in South Forsyth is seeking a motivated Financial Services Representative to join our growing team.

This opportunity is ideal for individuals with experience or interest in financial services, investments, banking, insurance, or wealth management who are looking for a long-term career with significant growth potential.

We welcome:

Registered Representatives

Banking or investment professionals

Financial advisors or associate advisors

Licensed insurance professionals

Candidates pursuing Series 63, Series 65, or similar designations

Early-career professionals and recent college graduates with strong sales aptitude

This role combines insurance and financial services and offers the opportunity to work with an established client base while building your own business development.

Duties

Build and maintain client relationships

Conduct conversations around financial goals, protection planning, and retirement needs

Identify opportunities for insurance and financial services solutions

Generate new business through referrals, marketing, and relationship-building

Meet production and growth goals

Cross-sell insurance and financial services products

Maintain an active sales pipeline and follow-up process

Obtain required insurance licenses and financial services registrations if not already licensed

Requirements and Preferred Qualifications

Goal-oriented with strong communication and relationship-building skills

Professional, coachable, and motivated by performance and commission

Willingness to obtain, or already hold the required Property & Casualty and/or Life & Health insurance licenses and/or a Series 63, Series 65, or other financial services certifications

Background in banking, investments, insurance, financial services, or wealth management

Sales experience with production goals

About Our Agency

Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

We help customers with their insurance and financial service’s needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Crop Insurance, College Planning, Health Insurance, and Renters Insurance.

Our office is located in South Forsyth. Evan Profeta has been a State Farm agent since 2005 and currently has 6 team members at his agency. His agency has received awards including Ambassador Travel, Chairman’s Circle, Legion of Honor, Silver Scroll, and Bronze Tablet.

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

Pay: $40,000.00 - $120,000.00 per year

Benefits:

401(k)
401(k) matching
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in cumming ga

Financial Services Sales Representative – Insurance & Investments

Associate Financial Advisor

Trust Investment Manager

Wealth Management Trainee (GA)

Wealth Management Trainee (GA)

Investment Consultant - Atlanta (Peachtree Corners), GA

J.P. Morgan Wealth Management - Private Client Advisor - Marietta, GA

2 Financial Solutions Advisor roles- Roswell Financial Center and Deer Run Financial Center

PWM Private Wealth Advisor

Financial Aid Advisor – Roswell, GA campus

Client Support Specialist - Greater Atlanta, GA Area (REMOTE)

Financial Advisor

Advisor - Family Office

Financial Aid Advisor

Finance Broker

Financial Aid Advisor (Online Division)

Senior Trust Administrator

Financial Services Representative - SIE (Alpharetta, GA)

Financial Advisor

Portfolio Analyst/Trader

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