Associate Financial Advisor: Client-Centric Wealth Growth

Wealth Enhancement Group; Athens (GA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401k with match

Paid time off (PTO)

Dental & vision coverage

Tuition reimbursement

Job summary

Wealth Enhancement Group is seeking an Associate Financial Advisor in Athens, GA to support the advisory team and help clients achieve their financial goals. You will work with senior advisors to deliver high‑touch client service and contribute to business development and retention.

The role offers compensation in the $55,000–$85,000 range with a benefits package and opportunities for advancement as you gain experience and credentials.

Qualifications

• 4-year degree required; business, finance, economics preferred.
• 2+ years in wealth management.
• Series 65 and CFP preferred.

Responsibilities

• Assist the Financial Advisor during client meetings and with follow-up.
• Analyze clients’ investments, insurance, and financial plans.
• Prepare annual reviews and create financial plans for clients.
• Place trades and oversee client service tasks.

Skills

Analytical skills

Organizational skills

Communication skills

Education

Bachelor’s degree in finance, business, or economics

Series 65

CFP preferred

Tools

CRM system

Job description

Wealth Enhancement Group is seeking an Associate Financial Advisor in Athens, GA to support the advisory team and help clients achieve their financial goals. You will work with senior advisors to deliver high‑touch client service and contribute to business development and retention.

The role offers compensation in the $55,000–$85,000 range with a benefits package and opportunities for advancement as you gain experience and credentials.