Top 145 Finance associate Jobs in Duluth, Ga

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
Transaction Services Senior Associate
Crowe —Atlanta, GA
- $80,500 - $159,300 a year
- Full-time
- CPA
- Mid-level
- Bachelor's degree
Quick Apply
Associate, Strategic Finance
Oscar Health —Atlanta, GA
- $96,876 - $127,149 a year
- Overtime
- Remote
- Mid-level
- Microsoft Office
- Finance
- Paid parental leave
- Paid holidays
Quick Apply
Associate/Entry Level Consultant (Healthcare Consulting) - Project Management & Financial Analysis
Sellers Dorsey —Atlanta, GA
- $55,000 - $68,000 a year
- Hybrid work
- Microsoft Outlook
- Office
- Finance
- Paid parental leave
- Paid holidays
Part Time (30 Hours) Associate Banker, Alpharetta Halcyon Branch, Alpharetta, GA
JPMorganChase —Alpharetta, GA
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
1d
Financial Controls Associate
Jacobsen|Daniels Enterprise Inc. —Atlanta, GA
- $70,000 - $80,000 a year
- Weekends as needed
- Hybrid work
- Basic math
- Mid-level
- Finance
Quick Apply
Associate Director of Finance - Goizueta Business School
Emory University —Atlanta, GA
- Full-time
- 5 years
- Research
- Office
Associate, Account and Engagement Finance Services
Deloitte —Atlanta, GA
- Full-time
- Microsoft Excel
- ERP systems
- Mid-level
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
Associate Portfolio Manager - Parametric
Morgan Stanley —Alpharetta, GA
- $78,000 - $140,000 a year
- Hybrid work
- Writing skills
- Mid-level
- Office
- Health savings account
- Paid holidays
Associate Director Of Finance
The Courtland Grand —Atlanta, GA
- $96,000 a year
- Full-time
- Bachelor of Science
- Hotel
- Bachelor's degree
- Free parking
- Disability insurance
Quick Apply
14d
Financial Client Associate
Benjamin F Edwards & Co —Alpharetta, GA
- Full-time
- Research
- Office
- Bachelor's degree
- Paid parental leave
- Health savings account
Sr. Client Service Associate - Suwanee,GA
LPL Employee Services —Suwanee, GA
- $27.38 - $45.61 an hour
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Paid time off
Quick Apply
GTM & Strategic Finance Associate
OfficeSpace Software —Atlanta, GA
- Remote
- Mid-level
- SQL
- Analysis skills
Atlanta - Finance Associate (Mid-to-Senior-Level)
Reed Smith LLP —Atlanta, GA
- $235,000 - $390,000 a year
- 6 years
- Mid-level
- Health savings account
- Disability insurance
Assurance Associate-Audit (FP&A focus)
Siemens —Atlanta, GA
- $88,060 - $150,960 a year
- Full-time
- Hybrid work
- CPA
- Bachelor of Science
- Mid-level
- Health insurance
Part Time Associate Banker Georgia Northeast South (30 Hours)
JPMorganChase —Lilburn, GA
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Associate, Strategic Finance
Corpay —Atlanta, GA
- Full-time
- Microsoft Excel
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Commercial Finance Associate - Atlanta
Barnes & Thornburg LLP —Atlanta, GA
- Full-time
- Mid-level
- Office
- Analysis skills
Quick Apply
Registered Financial Client Associate
Benjamin F Edwards & Co —Alpharetta, GA
- Full-time
- Research
- Office
- Bachelor's degree
- Health savings account
- Health insurance

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finance associate jobs near duluth, ga

Associate Financial Advisor

NettWorth Financial Group -
Cumming, GA

Quick Apply

Job Details

Full-time
$70,000 - $90,000 a year

Qualifications

Financial services customer support
Customer relationship building
Microsoft Outlook
Administrative experience
Managing clients in a customer support role
Client database systems
Series 7
Bachelor's degree
Video conferencing software
Client services experience
Financial product expertise
Relationship management
CRM system proficiency
Series 65
Life & Health Insurance License
Experience practicing in the securities industry
Account management experience
Video conferencing systems operation
Time management
Customer data entry

Full Job Description

Job Description

Job Title: Associate Financial Advisor

Reports To: Senior Financial Advisor

Job Status: Full-time

Compensation: Salary + Bonus (Or Commissions)

NettWorth Financial Group is looking to find a candidate for an Associate Financial Advisor position in Cumming, GA. As part of this opportunity, you will work directly with a Senior Advisor who will be your mentor throughout the life of the position. In addition to a mentor who is an industry expert with over 30 years’ experience working in their niche market, you will have access to:

Existing clients and prospective clients
Top-notch administrative support
Marketing support
Name and brand recognition of firm due to length of time & presence in the community
The equipment and software you need for illustrations and reports

Essential Duties and Responsibilities:

Service Senior Advisor’s book of business
Lead client review meetings
Manage multiple client relationships
Oversee and monitor portfolios for goal alignment
Provide market quotes, place orders, rebalance accounts as directed
Prepare financial plans and investment recommendations under supervision
Analyze financial statements and perform calculations; suggest preliminary recommendations and run illustrations
Research and resolve client service problems for errors as needed
Calendar management for scheduling meetings, conference calls; appointment confirmations and appointment materials
Maintain accurate client information in proprietary systems
Manage all details of clients in CRM, record client appointment notes, workflows, and database lists
Draft written and electronic correspondence, as needed
Process cashiering and asset movement requests such as distributions, and wire and check requests.
Ability to generate referrals, new client relationships and professional relationships
Office administrative support as needed
Manage new client onboarding, including paperwork, account opening, and communication
Perform other duties as assigned

Professional Growth:

Training – Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions.
Expand a business practice by using effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets.
Learn necessary selling skills practices, Develop, and improve subject matter expertise and sales skills
Willingness to obtain recognized professional designations as a commitment to excellence
Entrepreneurial minded with a strong work ethic
Desire to help others manage and achieve financial confidence

Required Skills

Industry and product knowledge
Understanding and proficiency in regard to customer relationships, customer service, data entry, confidentiality, problem resolution and MS Office products such as Word, Excel, Outlook.
Experience with CRMs such as Redtail
Experience with virtual meeting applications such as Go To Webinar, Zoom.
Excellent oral and written communication skills
Energetic and outgoing personality with great interpersonal skills
Excellent organizational, time management and multi-tasking skills
Organized, meticulous, detail-oriented and able to multitask
Ability to work some evenings and on weekend depending on event schedule
Ability to work independently and under pressure in a fast-paced environment
Professional attitude, demeanor, and appearance

Education and Experience

Bachelor’s degree and a minimum of four(4) years’ experience in the financial services industry – or equivalent combination of experience, education and/or training as approved by the firm
Client service/relationship management experience required.

Licenses/Certifications

FINRA Series 7, Series 65, Life and Health licensing required with a commitment to obtaining further continuing education requirements to maintain licensing

NettWorth Financial Group is affiliated with the Broker Dealer, Cambridge Investment Research, inc. and the independent clearing firms, Pershing LLC and NFS.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and NettWorth Financial Group are not affiliated.

Pay: $70,000.00 - $90,000.00 per year

License/Certification:

Series 7 (Required)

Ability to Commute:

Cumming, GA 30040 (Required)

Work Location: In person

Quick Apply

Refine Your Search

finance associate jobs in duluth, ga

Associate Financial Advisor

Transaction Services Senior Associate

Associate, Strategic Finance

Associate/Entry Level Consultant (Healthcare Consulting) - Project Management & Financial Analysis

Part Time (30 Hours) Associate Banker, Alpharetta Halcyon Branch, Alpharetta, GA

Financial Controls Associate

Associate Director of Finance - Goizueta Business School

Associate, Account and Engagement Finance Services

Relationship Associate (Wealth Management)

Associate Portfolio Manager - Parametric

Associate Director Of Finance

Financial Client Associate

Sr. Client Service Associate - Suwanee,GA

GTM & Strategic Finance Associate

Atlanta - Finance Associate (Mid-to-Senior-Level)

Assurance Associate-Audit (FP&A focus)

Part Time Associate Banker Georgia Northeast South (30 Hours)

Associate, Strategic Finance

Commercial Finance Associate - Atlanta

Registered Financial Client Associate

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