Financial Advisor
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2025-12-01
Listing for:
Patton Albertson & Miller
Full Time, Seasonal/Temporary
position Listed on 2025-12-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Services
Job Description & How to Apply Below
Base pay range: $50,000.00/yr - $70,000.00/yr
Additional compensation:
Annual Bonus
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 RoleAs 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
- Bachelor's degree in Finance, Economics, or Financial Planning
- Proficiency with Excel and industry systems like Fidelity, Schwab, Salesforce, EMoney
- Series 65 license
- Seniority level:
Entry level - Employment type:
Full-time - Job functions:
Finance, Business Development, Customer Service
This job posting is active. No indication of expiration was found.
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