117 Results for

Investment Advisor Jobs in Georgia

Jobs

New!

Dunwoody, GA5 days ago

$70,000–$160,000 Per Year

As a general agency of MassMutual affiliated with a Top 8 Independent Broker Dealer, we combine the strength of an established financial institution with the business-minded freedom advisors value most. The Piedmont Group delivers the support and flexibility needed to help you expand your business, strengthen client relationships, and build long-term success—on your terms.

Atlanta, GA7 days ago

$160,000–$190,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role is essential to our Accounting and Finance department, providing leadership and direction to our finance team and ensuring the company's financial systems are robust, compliant, and support current activities and future growth.

New!

Westside, CA2 days ago

$140,000–$140,000

Accounting Manager – Private Equity – Alternatives – Waterfall – Funds – PE – P.E. – Closed Assets – Capital Structure – Carried Interest – Performance Fee – Management Fee – Returns Calculations – IRR – Internal Rate of Return – Private Credit – CPA – C.P.A. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

Atlanta, GA30+ days ago

Full-time

Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice.

New!

Albany, GA3 days ago

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.

Atlanta, Georgia26 days ago

$61,000–$250,000 Per Year

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.

New!

Albany, GA3 days ago

Atlanta, GA10 days ago

Full-time

Alpharetta, GA30+ days ago

As an Investment Operations Associate focused on Separately Managed Accounts (SMAs), you’ll serve as the primary liaison to financial advisors and our nationwide network of NCF local offices. If you enjoy combining investment expertise with high‑touch service and collaborative teamwork, this role offers a unique opportunity to contribute to a purpose‑driven organization making a meaningful difference.

Marietta, GA30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Suwanee, GA30+ days ago

Full-time

Alpharetta, GA30+ days ago

Remote

$150,000–$210,000 Per Year

Acts as a trusted advisor to local offices and Relationship Managers by providing expert investment insight and strategic guidance, delivers impactful presentations, and supports financial advisor and giver engagement alongside Relationship Managers, and conducts training for local offices and regional teams. This role serves as the face of NCF’s investment program under the direction of Investments leadership, providing expertise through in-person meetings with advisors and givers, and delivering training and presentations for local office teams.

Alpharetta, GA30+ days ago

Leading a team of four Investment Operations Associates, the Manager is responsible for developing talent, refining workflows, ensuring compliance with NCF investment policies, and serving as an escalation point for complex SMA inquiries and operational challenges. This role ensures excellence in day‑to‑day operations, builds strong relationships with financial advisors and internal partners, and drives continuous improvement across investment processes, policies, and team capabilities.

Atlanta, GA30+ days ago

This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations.

Roswell, GA27 days ago

From major milestones like retirement, marriage, or selling a business to unexpected challenges with taxes, legal documents, insurance, healthcare, or housing, we coordinate the right resources and walk alongside clients, so they don’t have to figure it out alone. You will design, implement, and oversee portfolios that integrate directly with each client’s financial plan, cash‑flow needs, tax situation, and risk profile.

New!

Atlanta, GAToday

$75,000–$78,000 Per Year

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. As a Manager of Investment Advisory (IA) Support, you will engage directly with our customers – over 11,000 Financial Professionals across the country, helping grow and support their firms while leading a team of IA Support phone professionals who do the same.

Atlanta, GA30+ days ago

Full-time

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.

Marietta, GA27 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Alpharetta, GA30+ days ago

The Investment Operations and Administration Manager will serve as a key partner and operational leader within the Investments team, helping to ensure the investments function operates efficiently and effectively. Join us in this mission-driven work and be part of a community that values purpose, compassion, and Christ-centered service. Applicants should be sure to read more about NCF’s vision, mission, and Statement of Faith at www.ncfgiving.com/about.

New!

Atlanta, GA6 days ago

Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Collaborate with Wealth Advisors to develop personal financial plans (including cash flow analysis, investment proposals, retirement planning analysis, etc.) for high-net-worth individuals and families .

Brunswick, Georgia30+ days ago

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.

New!

Atlanta, GA6 days ago

$85,000–$145,000 Per Year

Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

Atlanta, GA30+ days ago

The ideal candidate will have (1) a successful RIA compliance track record, (2) demonstrated an ability to implement technology solutions to support an RIA model, (3) significant experience interacting with regulators and organizational leadership, (4) broad experience with the regulation of investment advisors, (5) a proven ability to lead, design and implement core areas of a best-in-class advisory compliance program, (6) develop program level metrics and executive reporting to relevant committees and the Board, and (7) familiarity with industry trends and leading advisory compliance technology. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Savannah, GA30+ days ago

Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.

Atlanta, GA30+ days ago

Remote

$75,000–$250,000

Progression: Business Advisor & Partnership Management (Consultant Role) Once we invest in these small businesses and they join your portfolio, your role quickly shifts to a consultant role where you act as a "board member" or trusted advisor to the business owner. Your two main functions will evolve as follows: Initial Focus: Investment / Partner Acquisition (Inside Sales) Your primary responsibility will be to qualify potential business candidates and provide a detailed, personal explanation of our unique investment model.

Atlanta, GA, GA19 days ago

Full-time

This role is essential in delivering high-level wealth management services with a fiduciary, ethical approach focused on the client’s best interests. We are looking for a highly qualified Financial Advisor, responsible for leading investment management, strengthening client relationships, and driving business development initiatives.

Atlanta, GA11 days ago

BIP Wealth is a leading independent Registered Investment Advisory (RIA) firm headquartered in Atlanta, focused on helping high-net-worth individuals, families, and business owners build and preserve long-term wealth. Reporting to the CTO of BIP Capital, this role requires a builder mindset, with experience operating in startup or high-growth environments, and the ability to navigate complexity across financial services and technology of two distinct but interdependent organizations.

New!

Atlanta, GA3 days ago

Current Employees and Contractors Apply Here Osaic Careers Customer Service Opportunity in Financial Services Advisor Support Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. Role Type: Full-time, Non-Exempt Salary: $53,000-$55,000 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

New!

Atlanta, GA6 days ago

As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences.

New!

Atlanta, GA1 day ago

$70,000–$100,000 Per Year

Here, you’ll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that’s invested in your success. Join Coastal Wealth as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity.

New!

Atlanta, GA1 day ago

$50,000–$150,000 Per Year

Let’s partner together in support of the values we share with each other: Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise. Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources.

Atlanta, GA30+ days ago

Full-time

You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Atlanta, GA30+ days ago

Full-time

Los Angeles,CA $100,000.00 - $100,000.00 / year; Rochester,NY $100,000.00 - $100,000.00 / year; Greenwich,CT $100,000.00 - $100,000.00 / year; Greenvale,NY $100,000.00 - $100,000.00 / year; Manhattan Beach,CA $100,000.00 - $100,000.00 / year; Westlake Village,CA $100,000.00 - $100,000.00 / year; San Diego,CA $100,000.00 - $100,000.00 / year; Washington,DC $100,000.00 - $100,000.00 / year; Las Vegas,NV $100,000.00 - $100,000.00 / year; Summit,NJ $100,000.00 - $100,000.00 / year; Seattle,WA $100,000.00 - $100,000.00 / year; Walnut Creek,CA $100,000.00 - $100,000.00 / year; Chicago,IL $100,000.00 - $100,000.00 / year; Baltimore,MD $100,000.00 - $100,000.00 / year; Pasadena,CA $100,000.00 - $100,000.00 / year; Denver,CO $100,000.00 - $100,000.00 / year; Boston,MA $100,000.00 - $100,000.00 / year; San Francisco,CA $100,000.00 - $100,000.00 / year; Palo Alto,CA $100,000.00 - $100,000.00 / year; Irvine,CA $100,000.00 - $100,000.00 / year; Minneapolis,MN $100,000.00 - $100,000.00 / year; New York,NY $100,000.00 - $100,000.00 / year; Cleveland,OH $100,000.00 - $100,000.00 / year . Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.

Greater Atlanta Area, GA30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

New!

Atlanta, GA1 day ago

$53,000–$55,000 Per Year

Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

New!

Atlanta, GA1 day ago

$75,000–$200,000

Fish Network is building the infrastructure for the “Neofund” era, enabling emerging managers to launch compliant, on-chain investment clubs (“Fish Schools”) with built-in custody, governance, and capital formation rails. Unlike traditional crowdfunding portals that act purely as matchmakers (often resulting in poor deal quality and high issuer costs), Fish Network introduces structured coordination, expert-led diligence, and on-chain capital deployment.

Atlanta, GA30+ days ago

As a leader in the industry and the first to offer true sub-product type specialization, the firm's experience in net lease, retail, office, industrial, multi-tenant, self storage and shopping center transactions is unparalleled. - Encourage a collaborative mindset within the capital markets team, fostering teamwork and cooperation with the nearly 200 individuals in the SIG management, support and advisory teams.

Atlanta, GA30+ days ago

In this role, you will own the end-to-end product lifecycle for dashboards, performance insights, portfolio analytics, growth metrics, and practice intelligence tools — from early-stage exploration and rapid prototyping to validated concepts and scalable production solutions — to empower advisors to make informed, data-driven decisions. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Atlanta, GA30+ days ago

$150,000–$300,000 Per Year

Whether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multimillion dollar brokerage business. Offices In: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia.

Savannah, GA30+ days ago

We are searching for an experienced service advisor, with experience in an independent auto repair shop, that can provide EXCEPTIONAL customer service and help our customers feel comfortable that the money they are spending is an investment in their vehicle. If you are reading this and you don't feel like you are respected, treated fairly, or cared about on a level greater than what you can produce at your current job, we need to talk.

Atlanta, GA30+ days ago

$100,000–$250,000 Per Year

Whether you have closed a few deals or you are ready to take your sales career into commercial real estate, we offer the platform, training and support to help you scale a high performing brokerage business. Offices in: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia.

Crawford, Georgia30+ days ago

Attend and participate in regular scheduled sales meetings, special sales training and technician technical training meetings on relevant topics. Overview: At Jordan Air , we’re looking for a skilled HVAC Comfort Advisor who takes pride in solving problems and delivering top-notch service.

New!

Atlanta, GA1 day ago

$150,000–$350,000

Instead of cold calling, begging for referrals, or working your friends and family, you’ll step into a model designed to remove the biggest pain points in this business: No more spending most of your week prospecting instead of advising . We’ve built a streamlined, high‑performance business model that pairs top‑tier advisors with pre‑engaged clients who are already thinking seriously about their financial and estate planning needs.

Atlanta, GA30+ days ago

Full-time

Our tight-knit team brings together compliance professionals, financial advisors, investment associates, client service managers and associates, operations specialists, business development professionals, and marketing team members, all working collaboratively to help deliver an exceptional client experience. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice.

New!

Alpharetta, GA3 days ago

New!

Marietta, GA3 days ago

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Review account transactions daily to monitor trade requests placed, confirm deposits posted, transfers received, confirm client withdraw requests sent, etc.

Atlanta, GA30+ days ago

Full-time

Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, sales and marketing personnel, working together to help create the best possible experience for our clients. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice.

Atlanta, GA30+ days ago

$80,000–$86,000 Per Year

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Engage in Supervisory Office Visits with assigned OSJ Managers to promote company supervisory practices, follow up on branch exam findings, and proactively address potential compliance issues to minimize risk to the Financial Professional, the OSJ, and the firm.

New!

Atlanta, GA6 days ago

The successful candidate will serve as a trusted partner, providing seamless day-to-day support, managing competing priorities, and helping create a smooth and professional experience for both internal and external stakeholders. By providing criticalsupport to key personnel, this person plays a significant role in the organization's success and well-being, as well as its presence in the larger business community in Atlanta.

Atlanta, GA30+ days ago

Full-time

Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Supervise the development and mentoring of staff at varying levels of expertise; assess staff performance; prepare and deliver performance evaluations; and participate in recruiting, interviewing, retaining, and recommending pay actions for staff.

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Investment Advisor Jobs in Georgia

Financial Advisor The Piedmont Group

Financial Controller Jobot

Accounting Manager x 120K - 140K + bonus x Westside Vaco LLC

Investment Advisor Capital Investment Advisors

Financial Advisor Merit Financial Advisors

Financial Advisor Northwestern Mutual

Advisor - Wealth Management Merit Financial Advisors

Investment Associate Capital Investment Advisors

Investment Operations Associate National Christian Foundation

J.P. Morgan Wealth Management - Private Client Advisor - Marietta, GA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Suwanee, GA JPMorgan Chase Bank, N.A.

Vice President, Investment Relations & Engagement National Christian Foundation

Manager, Investment Operations National Christian Foundation

Senior Investment Banking Financial Analyst TM Capital Corp

Portfolio / Investment Manager St John & Associates Inc

Manager, Investment Advisory Support Osaic

J.P. Morgan Wealth Management - Vice President, Investment Product Specialist JPMorgan Chase Bank, N.A.

Financial Advisor First Command Financial Services, Inc.

Investment Operations and Administration Manager National Christian Foundation

Vice President, Investment Strategist BNY

Financial Advisor United Community Bank

Wealth Advisor (Atlanta, GA) Mercer Advisors

VP, Osaic Advisors Channel Compliance Osaic

Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.

Partnership Executive/Investment Sales Fusion Growth Partners

Financial Advisor People Talent Acquisition

VP, Product - AI / ML Advisor / WealthTech & Private Markets BIP Ventures

Advisor Support Representative Advisor Group

Private Bank Wealth Advisor/ Client Advisor Private Bank Professions Inc

Financial Advisor – Atlanta, GA Coastal Wealth

Financial Advisor MassMutual

J.P. Morgan Wealth Management - National Branch Personal Advisor - Atlanta, GA JPMorgan Chase Bank, N.A.

2027 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank JPMorgan Chase Bank, N.A.

Financial Advisor Series 7, 65 or 66 San Blas Securities

Advisor Support Representative Osaic

Fund Advisor Fish Network

Capital Markets Advisor Sands Investment Group

Senior Product Manager, Advisor Analytics & Insights Osaic

Senior Commercial Real Estate Advisor Sands Investment Group

Service Advisor Auto Intensive Care

Commercial Real Estate Advisor Sands Investment Group

HVAC Comfort Advisor Jordan Air

Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350+ United Placement Group

Compliance Manager Capital Investment Advisors

EVP of Operations Merit Financial Advisors

Client Service Associate Merit Financial Advisors

Total Rewards & HR Operations Specialist Capital Investment Advisors

Regional Supervision Director Osaic

Executive Assistant Balentine

J.P. Morgan Wealth Management - Vice President - Supervisory Manager - Atlanta, GA JPMorgan Chase Bank, N.A.

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