Top 170 Financial advisor Jobs in Woodstock Ga

Senior Client Service Associate
Xception Family Office —Sandy Springs, GA
- $75,000 - $100,000 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Health savings account
- Disability insurance
Quick Apply
10d
Investment Consultant - Atlanta (Peachtree Corners), GA
Charles Schwab —Peachtree Corners, GA
- $27.40 - $39.28 an hour
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
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
Investment Consultant - Atlanta (Buckhead), GA
Charles Schwab —Atlanta, GA
- $27.40 - $45.14 an hour
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
4d
Financial Planning Analyst
Merit Financial Advisors —Marietta, GA
- Full-time
- Research
- Mid-level
- Finance
- Health savings account
- Paid holidays
Quick Apply
J.P. Morgan Wealth Management - Private Client Advisor - Wade Green
JPMorganChase —Kennesaw, GA
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
7d
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
8d
Premier Advisor - Kennesaw, GA
Truist Bank —Kennesaw, GA
- Full-time
- Background check
- English
- Finance
- AD&D insurance
- Paid holidays
Premier Advisor - Roswell or Alpharetta, GA
Truist Bank —Roswell, GA
- Full-time
- Background check
- English
- Office
- AD&D insurance
- Paid holidays
Investment Consultant - Atlanta, GA (Alpharetta)
Charles Schwab —Alpharetta, GA
- $26.88 - $44.28 an hour
- Background check
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Atlanta, GA
- $140,000 - $190,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Financial Advisor - Peachtree Corners / Roswell / Johns Creek / Alpharetta, GA
Thrivent —Alpharetta, GA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Licensed Retirement Plan Advisor
Payentry —Norcross, GA
- $75,000 - $85,000 a year
- Hybrid work
- Mid-level
- Business development
- 2 years
- Disability insurance
- Health insurance
Quick Apply
VP, Financial Consultant - Atlanta, GA (Alpharetta)
Charles Schwab —Alpharetta, GA
- $70,000 - $110,000 a year
- Senior level
- Paid parental leave
- Employee stock purchase plan
Senior Financial Planner
Wealth With No Regrets —Alpharetta, GA
- $95,000 - $150,000 a year
- Full-time
- CPA
- Office
- Finance
- Relocation assistance
Quick Apply
14d
Financial Advisor/Wealth Manager - Atlanta
Georgia Financial Advisors —Atlanta, GA
- From $100,000 a year
- Weekends as needed
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Team Sponsored Launch - North Point Financial Advisors
Thrivent —Johns Creek, GA
- $40,000 - $60,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
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
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
Private Client Banker SB - Peachtree Blvd and Johnson Ferry
JPMorganChase —Atlanta, GA
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
9d

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Senior Client Service Associate

Xception Family Office
Sandy Springs, GA

Quick Apply

Job Details

Full-time
$75,000 - $100,000 a year
10 days ago

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Opening bank accounts
Electronic fund transfers
Estate planning needs analysis
Financial planning software
Teamwork
Customer relationship building
Investment management software
Life insurance knowledge
Managing clients in a customer support role
Bachelor's degree
Task prioritization
Client services
Investment account customer support
Cash management
Working with families
Financial services
Estate planning
Retirement planning advisory services

Full Job Description

Job Title: Senior Client Service Associate

Position Summary

Xception Family Office is a growing multi-family office built to serve select families who have amassed significant wealth but lack the scale to justify a dedicated single-family office. As demand for personalized, institutional-quality wealth management continues to rise, we are expanding our team and refining the way we deliver advice. Joining now means becoming part of a firm where your ideas will directly shape our platform, culture, and client experience.

The Senior Client Service Associate works side by side with a senior advisor to care for a group of client families. The role is centered around being a trusted, responsive presence for clients while helping put their financial plans into action. The work involves preparing for and following up on client meetings, pulling together planning and portfolio materials, and handling the account and money movement requests that keep everything running smoothly behind the scenes.

This is a client-facing, relationship-driven role for someone who takes real ownership of the details and wants to grow their planning skills alongside an experienced advisor. The role is designed as a progression toward a Junior Wealth Advisor position, with increasing responsibility for planning work, client relationships, and investment strategy over time.

Key Responsibilities

Client Service & Relationship Support

· Serve as a day-to-day point of contact for client families, responding to questions and requests promptly and thoughtfully

· Prepare for client meetings and handle the follow-up, so nothing discussed with a client is left undone

· Get to know each family well — who is involved, what matters to them, and what they are working toward

· Keep the senior advisor informed on what clients need and where things stand

· Deliver a consistent, personal experience across every interaction

Planning & Advisory Support

· Help the senior advisor develop and carry out each family's financial plan, spanning investments, taxes, estate planning, insurance, and cash flow

· Build and update planning analyses and projections, and prepare the materials clients see

· Prepare performance reports and portfolio summaries ahead of client conversations

· Support investment recommendations and put them into action, in keeping with the firm's portfolio guidance and each family's objectives, risk tolerance, and liquidity needs

· Track ongoing items across a family's portfolio, including outside managers and private investments

· Coordinate with clients' CPAs, attorneys, and insurance professionals to keep everyone working from the same plan

· Turn investment and planning detail into clear, client-ready explanations

Account Administration

· Open and maintain accounts, and prepare the related paperwork for client signature

· Work directly with the custodian to set up accounts, resolve questions, and keep records current

· Process money movement requests — wires, transfers, and distributions — accurately and on time

· Manage paperwork and cash flows tied to private investments, such as capital calls and distributions

· Keep client account and reporting information accurate, and follow up on anything that looks off

Collaboration & Continuous Improvement

· Collaborate with investment and operations team

· Serve as a knowledgeable resource for teammates on client questions and firm processes

· Suggest better ways of working and help put new tools and processes in place

Qualifications

· Minimum of 3+ years in wealth management, a family office, or financial services, in a client-facing service role supporting an advisor and a book of client relationships

· Exposure to financial planning work — plan preparation, projections, and client deliverables — and familiarity with planning topics such as tax, estate, retirement, cash flow, and insurance

· General understanding of investment portfolios and how recommendations are implemented, including the role of life insurance in estate and wealth transfer planning

· Comfortable with the mechanics of account opening, custodial paperwork, and money movement; experience with Black Diamond and Schwab strongly preferred

· Proficient with eMoney, Excel, and other planning and reporting tools

· Exceptional attention to detail and follow-through, with the ability to juggle competing priorities and explain complex information clearly

· Warm, professional communicator who enjoys client contact and exercises sound judgment with sensitive family information

Credentials (Preferred)

· Bachelor's degree in Finance, Economics, or a related field

· Series 65 (or obtain within first three months of employment)

· Progress toward or completion of the CFP®, CFA, or similar designation

Key Competencies

· Client-centric mindset

· Ownership and accountability

· Collaboration

· Attention to detail

· Discretion and professionalism

Compensation & Benefits

Xception Family Office offers a competitive compensation and benefits package:

· Competitive base salary commensurate with experience, plus performance-based incentive compensation

· Comprehensive health coverage, including Medical, Dental, and Vision insurance

· Employer-paid Life and Disability insurance

· 401(k) retirement plan with employer contributions

· Paid Time Off (PTO) and firm-recognized holidays

Pay: $75,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Retirement plan
Vision insurance

Education:

Bachelor's (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in woodstock ga

Senior Client Service Associate

Investment Consultant - Atlanta (Peachtree Corners), GA

Entrepreneurial Leadership Role – Fast Track to Management

Investment Consultant - Atlanta (Buckhead), GA

Financial Planning Analyst

J.P. Morgan Wealth Management - Private Client Advisor - Wade Green

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

Premier Advisor - Kennesaw, GA

Premier Advisor - Roswell or Alpharetta, GA

Investment Consultant - Atlanta, GA (Alpharetta)

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Financial Advisor - Peachtree Corners / Roswell / Johns Creek / Alpharetta, GA

Licensed Retirement Plan Advisor

VP, Financial Consultant - Atlanta, GA (Alpharetta)

Senior Financial Planner

Financial Advisor/Wealth Manager - Atlanta

Team Sponsored Launch - North Point Financial Advisors

Financial Advisor

Associate Financial Advisor

Private Client Banker SB - Peachtree Blvd and Johnson Ferry

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

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