Personal Financial Advisor Jobs in Sandy Springs, GA
A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.
Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.
Private Wealth Advisor / Director
- Woodstock, GA (13 miles from Sandy Springs, GA)
- 4 days ago
- Woodstock, GA (13 miles from Sandy Springs, GA)
- 4 days ago
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
Private Wealth Advisor III or IV
- Atlanta, GA (12 miles from Sandy Springs, GA)
- 12 days ago
- Atlanta, GA (12 miles from Sandy Springs, GA)
- 12 days ago
Team members follow a disciplined financial planning process: Understand clients' priorities. Assess the current state. Leverage the PWM team....
- Alpharetta, GA (14 miles from Sandy Springs, GA)
- 17 days ago
- Alpharetta, GA (14 miles from Sandy Springs, GA)
- 17 days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
- Atlanta, GA (12 miles from Sandy Springs, GA)
- 21 days ago
- Atlanta, GA (12 miles from Sandy Springs, GA)
- 21 days ago
Job Details Job Location: Atlanta GA - Atlanta, GA Position Type: Full Time Salary Range: $85,000.00 - $120,000.00 Salary Job Category: Advisor Description EP Wealth Advisors (EPWA) is a wealth management...
- Atlanta, GA (12 miles from Sandy Springs, GA)
- 21 days ago
- Atlanta, GA (12 miles from Sandy Springs, GA)
- 21 days ago
Supports the IARs by creating financial plans, helping with market research, answering IAR questions, recommending investment strategies; answering client questions about financial plans and strategies...
- Atlanta, GA (12 miles from Sandy Springs, GA)
- 45+ days ago
- Atlanta, GA (12 miles from Sandy Springs, GA)
- 45+ days ago
Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management....
- Atlanta, GA (12 miles from Sandy Springs, GA)
- 25 days ago
- Atlanta, GA (12 miles from Sandy Springs, GA)
- 25 days ago
Minimum of eight (8) years of successful sales/client service experience in financial services industry. Stays abreast and informed of regulatory and governmental changes that impact clients....
Private Wealth Management Wealth Advisor
- Brookhaven, GA (5 miles from Sandy Springs, GA)
- 27 days ago
- Brookhaven, GA (5 miles from Sandy Springs, GA)
- 27 days ago
Requirements Bachelor's degree and eight (8) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management Or High School Diploma...
Sr Associate Advisor - Wealth Management
- Atlanta, GA (12 miles from Sandy Springs, GA)
- 45+ days ago
- Atlanta, GA (12 miles from Sandy Springs, GA)
- 45+ days ago
Summary : Senior Associate works directly with Advisors and the Wealth Management Team to assist with the asset management and financial planning needs of clients....
Retirement Specialist - Gwinnett Retirement System
- Suwanee, GA (19 miles from Sandy Springs, GA)
- 60+ days ago
- Suwanee, GA (19 miles from Sandy Springs, GA)
- 60+ days ago
Position Type: Office Professionals/ Retirement Specialist Date Posted: 2/13/2025 Location: Instructional Support Center Date Available: 02/24/2025 Job Code: Retirement Specialist - 030264...
- Atlanta, GA (12 miles from Sandy Springs, GA)
- 60+ days ago
- Atlanta, GA (12 miles from Sandy Springs, GA)
- 60+ days ago
Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families....
Remote Work- Atlanta, GA (12 miles from Sandy Springs, GA)
- 90+ days ago
- Atlanta, GA (12 miles from Sandy Springs, GA)
- 90+ days ago
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
Demographic Data for Sandy Springs, GA
Moving to Sandy Springs, GA? Find some basic demographic data about Sandy Springs, GA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Sandy Springs, GA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Sandy Springs, GA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Alternative Investments
- Financial Planning
- Mutual Funds
- Retirement Planning
- BSA
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Lending
- Anti-Money Laundering
- Financial Analysis
- Client Relationships
- Financial Services
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Implementation
- Written Communication
- Presentation
- Collaboration
- Reporting
- Coaching
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Research Skills
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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