Financial Advisor

Patton Albertson & Miller; Atlanta (GA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) match

Bonus

Professional development support

Disability coverage

Job summary

A financial advisory firm based in Atlanta is seeking a Wealth Advisor to provide client-focused financial planning and support experienced Financial Advisors. The role involves analyzing finances, preparing for meetings, and managing follow-up tasks. Ideal candidates should possess a Bachelor's degree in Finance, Economics, or Financial Planning and be proficient with Excel and industry systems. This is an entry-level, full-time position offering a competitive salary and benefits.

Qualifications

• Bachelor's degree in a relevant field is required.
• Proficiency with industry software and systems.

Responsibilities

• Support and learn from experienced Financial Advisors in client service and business development.
• Prepare for meetings, analyze finances, and manage follow-up tasks.

Skills

Proficiency with Excel

Knowledge of Fidelity, Schwab, Salesforce

Education

Bachelor's degree in Finance, Economics, or Financial Planning

Tools

Excel

Fidelity

Schwab

Salesforce

EMoney

Job description

Pay Range and Compensation

Base pay range: $50,000.00/yr - $70,000.00/yr

Additional compensation: Annual Bonus

About the Company

Patton Albertson Miller Group, LLC manages over $1.8 billion in assets. We seek candidates who enjoy serving clients, building trust, and developing long-term financial careers. Benefits include health, dental, vision, 401(k) match, life insurance, disability coverage, and professional development support.

About the Role

As a Wealth Advisor, you will provide client-focused financial planning, foster long-term relationships, and contribute positively to the community through excellent service and team collaboration.

Responsibilities

• Support and learn from experienced Financial Advisors in client service and business development
• Prepare for meetings, analyze finances, and manage follow-up tasks in a boutique wealth management setting specializing in complex financial, tax, and estate planning

Qualifications

• Bachelor's degree in Finance, Economics, or Financial Planning

Required Skills

• Proficiency with Excel and industry systems like Fidelity, Schwab, Salesforce, EMoney

Preferred Skills

• Series 65 license

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job functions: Finance, Business Development, Customer Service

Note

This job posting is active. No indication of expiration was found.