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.

1-13 of 13 Jobs

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....

Wealth Management Advisor

  • 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...

Associate Wealth Advisor

  • 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...

Wealth Advisor III - Atlanta

  • 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...

Wealth Advisor

  • 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...

PWM Private Wealth Advisor

  • 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....

Wealth Advisor - Atlanta, GA

  • 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 Work

Demographic Data for East Point, GA

Moving to East Point, GA? Find some basic demographic data about East Point, GA below.


Local
National
10,712,033
252,498

Personal Financial Advisor Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...

Salary for Personal Financial Advisor Jobs in East Point, GA

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

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 background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in East Point, GA
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%


Other Career Titles

Here are some other career titles that require similar skills



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