157 Results for

Certified Financial Planner Jobs in Georgia

Jobs

VP; Financial Consultant - Atlanta, GA (Midtown) Charles Schwab

Atlanta, GA

As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.

2 days ago

Financial Advisor II First Horizon Bank

ATLANTA, GA

Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank.

Today

Licensed Financial Advisor The Piedmont Group

Dunwoody, GA

$70,000–$150,000 / year
Quick Apply

License Requirement: Applicants must hold current Series 7 and Series 66 (or Series 63 & 65) licenses, along with an active Life and Health Insurance license, at the time of hire. Monitor and review clients' financial plans regularly, making adjustments as needed to achieve desired outcomes.

13 days ago

Financial Solutions Advisor Consumer Investments - Jones Bridge Financial Center Bank of America Corp

Alpharetta, GA

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Back to search results Financial Solutions Advisor Consumer Investments - Jones Bridge Financial Center Alpharetta, Georgia Additional locations Apply × To proceed with your application, you must be at least 18 years of age.

15 days ago

Financial Solutions Advisor Consumer Investments - Howell Ferry Financial Center Bank of America Corp

Duluth, GA

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Back to search results Financial Solutions Advisor Consumer Investments - Howell Ferry Financial Center Duluth, Georgia Additional locations Apply × To proceed with your application, you must be at least 18 years of age.

6 days ago

Financial Advisor Northwestern Mutual

Alpharetta, Georgia

$61,000–$250,000 / year
Full time

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

5 days ago

Financial Advisor United Community Bank

Lawrenceville, Georgia

Remote

Full time

As a Financial Advisor , you'll provide comprehensive financial planning and investment management services, helping clients achieve their financial dreams. Provide Expert Advice: Guide clients on retirement planning, estate planning, asset allocation, and investment strategies.

9 days ago

Financial Advisor United Community Banks Inc

Lawrenceville, GA

Remote

As a Financial Advisor, you''ll provide comprehensive financial planning and investment management services, helping clients achieve their financial dreams. Provide Expert Advice: Guide clients on retirement planning, estate planning, asset allocation, and investment strategies.

8 days ago

Associate Financial Advisor Edward D Jones & Co LP

Moultrie, GA

As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.

14 days ago

Director, Financial Planning (Atlanta Or Duluth, GA) Financial Engines

Atlanta, GA

$125,000–$350,000 / year

The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2.

12 days ago

Financial Solutions Advisor Consumer Investments - Newnan/LaGrange GA Area Bank of America Corp

Newnan, GA

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Back to search results Financial Solutions Advisor Consumer Investments - Newnan/LaGrange GA Area Newnan, Georgia; Lagrange, Georgia Additional locations Apply × To proceed with your application, you must be at least 18 years of age.

30+ days ago

Financial Solutions Advisor Consumer Investments - Charleston Market Bank of America Corp

Rincon, GA

Back to search results Financial Solutions Advisor Consumer Investments - Charleston Market Rincon, Georgia; Savannah, Georgia; Goose Creek, South Carolina; Savannah, Georgia; Pooler, Georgia; Savannah, Georgia; Mount Pleasant, South Carolina; Bluffton, South Carolina; Savannah, Georgia; Charleston, South Carolina; Summerville, South Carolina; Summerville, South Carolina; Mount Pleasant, South Carolina; Hilton Head Island, South Carolina; Charleston, South Carolina Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

4 days ago

Financial Solutions Advisor Consumer Investments - Northwest Atlanta Market Bank of America Corp

Alpharetta, GA

Back to search results Financial Solutions Advisor Consumer Investments - Northwest Atlanta Market Alpharetta, Georgia; Duluth, Georgia; Woodstock, Georgia; Alpharetta, Georgia; Marietta, Georgia; Alpharetta, Georgia; Cumming, Georgia; Atlanta, Georgia; Atlanta, Georgia; Atlanta, Georgia Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

28 days ago

Director, Financial Planning Atlanta or Duluth, GA Edelman Financial Engines LLC

Atlanta, GA

$125,000–$350,000 / year

12 days ago

Financial Solutions Advisor- Peachtree City Bank of America

Peachtree City, Georgia

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.

30+ days ago

Financial Solutions Advisor II- Consumer Investments-Alpharetta market Bank of America

Alpharetta, Georgia

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.

30+ days ago

Director, Financial Planning (Atlanta or Duluth, GA) Edelman Financial Engines

Atlanta, Georgia

The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 .

12 days ago

Personal Financial Counselor; Fort Benning, GA Magellan Health Services, Inc.

Fort Benning, GA

Full time

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

18 days ago

Personal Financial Counselor, Assignment Ready Counselor, PFC, GA Magellan Health Services, Inc.

Thomasville, GA

Full time

18 days ago

Personal Financial Counselor; Moody Afb, GA Magellan Health Services

Moody Air Force Base, GA

30+ days ago

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Certified Financial Planner Jobs in Georgia

VP; Financial Consultant - Atlanta, GA (Midtown) Charles Schwab

Financial Advisor II First Horizon Bank

Licensed Financial Advisor The Piedmont Group

Financial Solutions Advisor Consumer Investments - Jones Bridge Financial Center Bank of America Corp

Financial Solutions Advisor Consumer Investments - Howell Ferry Financial Center Bank of America Corp

Financial Advisor Northwestern Mutual

Financial Advisor United Community Bank

Financial Advisor United Community Banks Inc

Associate Financial Advisor Edward D Jones & Co LP

Director, Financial Planning (Atlanta Or Duluth, GA) Financial Engines

Financial Solutions Advisor Consumer Investments - Newnan/LaGrange GA Area Bank of America Corp

Financial Solutions Advisor Consumer Investments - Charleston Market Bank of America Corp

Financial Solutions Advisor Consumer Investments - Northwest Atlanta Market Bank of America Corp

Director, Financial Planning Atlanta or Duluth, GA Edelman Financial Engines LLC

Financial Solutions Advisor- Peachtree City Bank of America

Financial Solutions Advisor II- Consumer Investments-Alpharetta market Bank of America

Director, Financial Planning (Atlanta or Duluth, GA) Edelman Financial Engines

Personal Financial Counselor; Fort Benning, GA Magellan Health Services, Inc.

Personal Financial Counselor, Assignment Ready Counselor, PFC, GA Magellan Health Services, Inc.

Personal Financial Counselor; Moody Afb, GA Magellan Health Services

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