Wealth Management Advisor

Jones Financial (edward Jones); Atlanta (GA); On-site; USD 82,000 - 114,000; Full time

Benefits offered by this job

401(k) with employer match

Dental & vision insurance

Flexible spending account

Health savings account

Life insurance

Pension plan

Development stipend

One-on-one mentorship

Job summary

Jones Financial (Edward Jones) is seeking Wealth Management Advisors in Atlanta to develop personalized financial plans, protect client assets, and guide investments. You will build ongoing client relationships and adapt plans as life events occur.

The role offers in-person, on-field, or office-based work with full-time W‑2 employment, competitive salary, commissions, and a broad benefits package. Licensing support is provided by the firm, fueling career growth.

Qualifications

• Bachelor’s degree required.
• Credentials such as CFA, CFP, J.D., or Ivy League undergrad preferred.
• Strong skills in relationship building, communication, sales, negotiation, and client management.
• Willingness to obtain and maintain Series6/7, 63/66 licenses (sponsored and paid by the firm).

Responsibilities

• Create and manage comprehensive financial plans for clients.
• Assist clients with asset protection and investment growth.
• Maintain ongoing relationships with clients and adapt plans as their needs evolve.
• Support clients through life events, ensuring long‑term financial stability.

Skills

Relationship building

Communication

Sales

Negotiation

Client management

Education

Bachelor’s degree

CFA

CFP

J.D.

Ivy League undergraduate

Job description

Overview

Wealth Management Advisors partner with clients to develop personalized financial plans that meet their unique needs and goals. They protect clients’ assets, assist with investments, and update plans as circumstances change.

Responsibilities

• Create and manage comprehensive financial plans for clients.
• Assist clients with asset protection and investment growth.
• Maintain ongoing relationships with clients and adapt plans as their needs evolve.
• Support clients through life events, ensuring long‑term financial stability.

Qualifications

• Bachelor’s degree required.
• Preferred credentials: CFA, CFP, J.D., Ivy League undergraduate, or professional athlete (career‑ready).
• Strong skills in relationship building, communication, sales, negotiation, and client management.
• Demonstrated professional success (e.g., career changers, business owners, traders).
• Willingness to obtain and maintain Series6/7, 63/66 licenses (sponsored and paid by the firm).

Compensation & Benefits

• Annual salary range: $82,000 – $114,000.
• Commission‑based income with stipends, training allowance, bonuses, and profit sharing.
• Average earnings: $130,048 in years1‑4 and $627,247 in years5+.
• Benefits include a 401(k) with employer match, dental and vision insurance, flexible spending account, health savings account, life insurance, and a comprehensive retirement package (Pension Plan).
• Development stipend, expense allowance, and a personal assistant for workload management.
• Leadership opportunities and one‑on‑one mentorship.

Schedule & Setting

• Choose your own hours – Monday to Friday.
• Work setting: In‑person, on the field, or office‑based.
• Employment type: Full‑time, W‑2 statutory employee contract with full benefits.