3 Associate Advisor Jobs in Atlanta, GA

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Associate General Counsel, Broker-Dealer/Investment Advisor Group

Financial Industry Regulatory Authority, Inc.

Atlanta, GA | Full Time

$139k-179k (estimate)

1 Week Ago

Associate Advisor

deltacommunitycu

Atlanta, GA | Full Time

$96k-129k (estimate)

5 Months Ago

Financial Advisor Associate - Atlanta, GA

Janney Montgomery Scott

Atlanta, GA | Full Time

$58k-76k (estimate)

10 Months Ago

Associate Advisor

deltacommunitycu Atlanta, GA

$96k-129k (estimate)

Full Time 5 Months Ago

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deltacommunitycu is Hiring an Associate Advisor Near Atlanta, GA

The Associate Advisor is a practicing professional who acts both as an advocate of members’ financial wellness and as a support to the Financial Advisor Team through relationship management. This Advisor will service and advise members utilizing financial planning for a fee, risk reduction and asset management strategies.

As a reflection of the responsibility, this position has to maintain a strong member- and team-focus, the compensation package for this Advisor will be predominantly fixed with a variable component derived from achievement of corporate objectives.

Practices safety-conscious behaviors in all operational processes and procedures.

Essential Functions:

•Engage client relationships both in-person, through MS Teams and over-the-phone.

•Communicate foundational financial planning principles, as well as investment strategy recommendations to members.

•Identify and address client financial needs.

•Monitor and review clients’ accounts regularly to determine whether life events, economic changes, or financial performance indicate a need for reassessment.

•Perform in a team environment in which responsibilities for servicing client accounts and planning for clients’ needs are shared.

•Deliver a world-class customer service experience.

•Analyze data obtained to determine strategies for meeting clients’ financial objectives.

•Complete all continuing education, firm element, and compliance requirements in a timely manner.

•Serve as technological expert for credit union members.

•Achieve regular and consistent results that exceed minimum standards while adhering to the Credit Union’s high standards of honesty, fairness, and integrity.

•Identify members’ financial planning needs and partner with other advisors to deliver financial planning strategies.

Other

•This description reflects management’s assignment of essential functions, it does not prescribe or restrict the tasks that may be assigned.

•This job description is subject to change at any time.

Job Summary

JOB TYPE

Full Time

SALARY

$96k-129k (estimate)

POST DATE

12/22/2023

EXPIRATION DATE

07/02/2024

Member Service Hybrid Agent (Duluth)

deltacommunitycu

Full Time

$24k-29k (estimate)

5 Months Ago

Member Service Hybrid Agent (Mt. Zion)

deltacommunitycu

Full Time

$32k-40k (estimate)

5 Months Ago

Wealth Advisor

deltacommunitycu

Full Time

$34k-41k (estimate)

5 Months Ago

The job skills required for Associate Advisor include Leadership, Initiative, Futures, Coordination, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate Advisor. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Associate Advisor positions, which can be used as a reference in future career path planning. As an Associate Advisor, it can be promoted into senior positions as a Career Services Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate Advisor. You can explore the career advancement for an Associate Advisor below and select your interested title to get hiring information.