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Financial Advisor : Fiduciary Planning & Client Service

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: The Forge Companies
Full Time position Listed on 2026-11-05
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR

Job Description & How to Apply Below

Position: Financial Advisor I: Fiduciary Planning & Client Service

Advocacy Wealth Management in Atlanta is seeking a Financial Advisor I to provide fiduciary-level financial planning and investment services to a diverse client base, including plaintiffs with settlements. The role requires understanding firm processes and leveraging enterprise resources to serve clients effectively.

The advisor will work autonomously, manage a full book of clients, and collaborate with attorneys, CPAs, and internal partners.

We invite applications for the Financial Advisor I:
Fiduciary Planning & Client Service position located in Atlanta, GA, United States.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Financial Advisor I:
Fiduciary Planning & Client Service role in the description above.

We appreciate your interest in this position.

Join The Forge Companies and contribute to our ongoing work.

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