Personal Financial Advisor Jobs in East Point, 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.
Associate Wealth Advisor - R140286
- Atlanta, GA (7 miles from East Point, GA)
- 1 day ago
- Atlanta, GA (7 miles from East Point, GA)
- 1 day ago
Management offers holistic wealth management services for affluent individuals and families, family offices, foundations, and endowments, and privately held businesses....
Private Wealth Advisor III or IV
- Atlanta, GA (7 miles from East Point, GA)
- 2 days ago
- Atlanta, GA (7 miles from East Point, GA)
- 2 days ago
Team members follow a disciplined financial planning process: Understand clients' priorities. Assess the current state. Leverage the PWM team....
- Atlanta, GA (7 miles from East Point, GA)
- 4 days ago
- Atlanta, GA (7 miles from East Point, GA)
- 4 days ago
Wealth Management Advisor Atlanta, GA, USA Omaha, NE, USA Req #3350 Monday, June 9, 2025 Sequent Planning is a registered investment adviser (RIA) committed to supporting its investment advisor representatives...
Financial Planning Consultant (Atlanta, GA)
- Atlanta, GA (7 miles from East Point, GA)
- 4 days ago
- Atlanta, GA (7 miles from East Point, GA)
- 4 days ago
Financial Planning Consultant (Atlanta, GA) Raymond James Financial, Inc. - 3.8 Atlanta, GA Job Details Part-time Estimated: $67K - $89.6K a year 11 hours ago Qualifications Sales Mid-level Finance...
- Atlanta, GA (7 miles from East Point, GA)
- 6 days ago
- Atlanta, GA (7 miles from East Point, GA)
- 6 days ago
Associate, Business Strategy & Growth Initiatives Northern Trust Wealth Management offers holistic wealth management services for affluent individuals and families, family offices, foundations, and...
- Atlanta, GA (7 miles from East Point, GA)
- 18 days ago
- Atlanta, GA (7 miles from East Point, GA)
- 18 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....
Associate Wealth Advisor Delta Community Credit Union
- Atlanta, GA (7 miles from East Point, GA)
- 20 days ago
- Atlanta, GA (7 miles from East Point, GA)
- 20 days ago
The Investment Program at Delta Community Credit Union supports the local community with a complete menu of financial services....
Wealth Advisor Delta Community Credit Union
- Atlanta, GA (7 miles from East Point, GA)
- 20 days ago
- Atlanta, GA (7 miles from East Point, GA)
- 20 days ago
The Investment Program at Delta Community Credit Union supports the local community with a complete menu of financial services....
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
- Atlanta, GA (7 miles from East Point, GA)
- 45+ days ago
- Atlanta, GA (7 miles from East Point, GA)
- 45+ days ago
plans and portfolios for clients....
Wealth Advisor, Schwab Wealth Advisory
- Atlanta, GA (7 miles from East Point, GA)
- 45+ days ago
- Atlanta, GA (7 miles from East Point, GA)
- 45+ days ago
plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications: CFP or CFA Superior relationship management and client...
- Atlanta, GA (7 miles from East Point, GA)
- 60+ days ago
- Atlanta, GA (7 miles from East Point, GA)
- 60+ 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 (7 miles from East Point, GA)
- 90+ days ago
- Atlanta, GA (7 miles from East Point, GA)
- 90+ 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 (7 miles from East Point, GA)
- 90+ days ago
- Atlanta, GA (7 miles from East Point, GA)
- 90+ 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 WorkDemographic Data for East Point, GA
Moving to East Point, GA? Find some basic demographic data about East Point, GA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in East Point, GA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in East Point, GA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Public Speaking
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Alternative Investments
- Mutual Funds
- Financial Planning
- BSA
- Financial Modeling
- Retirement Planning
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Customer Retention
- Due Diligence
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Presentation
- Written Communication
- Collaboration
- Coaching
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Financial Advisor Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »