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Financial Advisor : Fiduciary Planning & Client

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Forge Consulting
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 Growth

Advocacy Wealth Management is seeking a Financial Advisor I to provide fiduciary-level financial planning and investment services for a book of clients, primarily injured plaintiffs recovering settlements. The role requires active Series 65 and Life/Health licenses, with certification and licenses obtainable within six months of hire.

You will work autonomously while coordinating with internal partners to implement plans, monitor portfolios, and identify opportunities.

Step into the Financial Advisor I:
Fiduciary Planning & Client Growth role at Forge Consulting in Atlanta, GA, United States and grow with us.

We are looking to fill the Financial Advisor I:
Fiduciary Planning & Client Growth position at Forge Consulting in Atlanta, GA, United States.

The Financial Advisor I:
Fiduciary Planning & Client Growth role at Forge Consulting is now open for applications in Atlanta, GA, United States.

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