Fiduciary Financial Advisor - Core Accounts
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-08-24
Listing for:
The Forge Companies
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
The Forge Companies is seeking a Financial Advisor within Advocacy Wealth Management's Core Accounts Unit to deliver fiduciary-level financial planning and investment services. You will work autonomously, manage a full client book, and coordinate with internal partners to implement plans and ensure client outcomes.
Required FINRA Series 65 (or obtain within 180 days) and Life & Health Insurance licenses (or obtain within 60 days).
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