Top 136 Financial advisor Jobs in Suwanee, 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
Detail-obsessed operator needed for a fast-moving team of financial nerds
Sozo Private Wealth —Peachtree Corners, GA
- $50,000 - $70,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Disability insurance
- Relocation assistance
Quick Apply
Financial Advisor
Northwestern Mutual —Duluth, GA
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Investment Consultant - Atlanta, GA (Alpharetta)
Charles Schwab —Alpharetta, GA
- $26.88 - $44.28 an hour
- Hybrid work
- Background check
- Mid-level
- Business development
- Paid parental leave
- Employee stock purchase plan
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
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
9d
Licensed Financial Advisor
The Piedmont Group —Dunwoody, GA
- $70,000 - $150,000 a year
- Full-time
- Mid-level
- Business development
- 1 year
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5h
Trust Investment Manager
The MOHR Enterprises LLC —Atlanta, GA
- Up to $160,000 a year
- Finance
- Bachelor's degree
- Senior level
Quick Apply
Director, Tax
Vaco by Highspring —Atlanta, GA
- $180,000 - $210,000 a year
- CPA
- Mentoring
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (GA)
Bankers Life —Buford, GA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Alpharetta, GA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Advisor
TruOak Financial Partners —Atlanta, GA
- $95,000 - $123,000 a year
- Hybrid work
- Customer service
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
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
Client Support Specialist - Greater Atlanta, GA Area (REMOTE)
Fidelity Investments —Atlanta, GA
- Full-time
- Mid-level
- Residential
- Business development
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 - Private Client Advisor - Atlanta, GA
JPMorganChase —Atlanta, GA
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Associate Client Advisor
Bessemer Trust Company, N.A. —Atlanta, GA
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
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
Entrepreneurial Leadership Role – Fast Track to Management
New York Life Insurance Company, Alpharetta Office —Alpharetta, GA
- $81,318 - $120,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Health savings account
- Disability insurance
Quick Apply
Analyst, Trading Operations
Intercontinental Exchange Holdings, Inc. —Atlanta, GA
- $65,000 - $106,500 a year
- Extended hours
- Remote
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance

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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 suwanee, ga

Financial Services Sales Representative – Insurance & Investments

Detail-obsessed operator needed for a fast-moving team of financial nerds

Financial Advisor

Investment Consultant - Atlanta, GA (Alpharetta)

Financial Services Representative - SIE (Alpharetta, GA)

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

Licensed Financial Advisor

Trust Investment Manager

Director, Tax

Wealth Management Trainee (GA)

Financial Advisor

Financial Advisor

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

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

Finance Broker

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

Associate Client Advisor

Financial Aid Advisor (Online Division)

Entrepreneurial Leadership Role – Fast Track to Management

Analyst, Trading Operations

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

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