Top 222 Financial advisor Jobs in Roswell 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
Financial Advisor - AI Trainer
DataAnnotation —Atlanta, GA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
VP, Advisor Solutions
Sourced. —Atlanta, GA
- $150,000 - $175,000 a year
- Full-time
- Up to 50% travel
- Office
- Business development
- Disability insurance
- Health insurance
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
Financial Advisor
Edward Jones —Smyrna, GA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Wealth Management Trainee (GA)
Bankers Life —Buford, GA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
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
5d
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
1d
Financial Aid Advisor – Roswell, GA campus
Gwinnett Colleges & Institute —Roswell, GA
- Email
- Mid-level
- Microsoft Office
- University
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
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
Financial Advisor
First Command Financial Services, Inc. —Alpharetta, GA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
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
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
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
JPM Wealth Management - Practice Management Consultant - Atlanta
JPMorganChase —Atlanta, GA
- $104,500 - $172,500 a year
- Full-time
- 6 years
- Business development
- Travel
- Health insurance
- Tuition reimbursement
U.S. Private Bank - Private Banker - Associate
JPMorganChase —Atlanta, GA
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Retirement Plan Advisor
Empower Annuity Insurance Company of America —Atlanta, GA
- $72,200 - $101,975 a year
- Remote
- Microsoft Word
- Mid-level
- 3 years
- Paid parental leave
- Paid holidays
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
J.P. Morgan Wealth Management - National Branch Personal Advisor - Atlanta, GA
JPMorganChase —Atlanta, GA
- Full-time
- Financial services
- Senior level
- Health insurance
- Tuition reimbursement

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financial advisor jobs near roswell ga

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

financial advisor jobs in roswell ga

Financial Advisor

Financial Advisor - AI Trainer

VP, Advisor Solutions

Associate Financial Advisor

Financial Advisor

Wealth Management Trainee (GA)

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

Financial Aid Advisor

Financial Aid Advisor – Roswell, GA campus

Financial Aid Advisor (Online Division)

Investment Consultant - Atlanta (Peachtree Corners), GA

Financial Advisor

PWM Private Wealth Advisor

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

Financial Services Representative - SIE (Alpharetta, GA)

JPM Wealth Management - Practice Management Consultant - Atlanta

U.S. Private Bank - Private Banker - Associate

Retirement Plan Advisor

Finance Broker

J.P. Morgan Wealth Management - National Branch Personal Advisor - Atlanta, GA

I want to receive the latest job alert for financial advisor in roswell ga

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