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Atlanta 7 Alpharetta 1 Evans 1 Morrow 1 Sandy Springs 1 Woodstock 1
Full Time financial planning advisor Georgia

13 financial planning advisor jobs found

Voya Financial
07/27/2026  
Regional Coordinator - Intermediary
Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...
Voya Financial Atlanta, GA Full Time
Acrisure
07/04/2026  
Employee Benefits Client Advisor
About Acrisure    Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.     Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and   has   grown from $38 million to   $4.8 billion   in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client   centricity   and an indomitable will to win.     Your Next Chapter:      Do you thrive in an environment where technology, data, and relationships   intersect ? At Acrisure,   we’re   redefining what it means to be a sales professional   -   giving you   cutting-edge   tools,...
Acrisure Atlanta, GA Full Time
Acrisure
06/14/2026  
Commercial Lines Client Advisor
About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a high-performing...
Acrisure Atlanta, GA Full Time
HUB International
06/14/2026  
Employee Benefits Account Advisor
ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: Competitive salaries and benefits offerings Medical/dental/vision/life insurance wand voluntary insurance options Health Savings Account funding 401k matching program Life and Disability Plans Great work/life balance because that’s important for all...
HUB International Woodstock, GA Full Time
Huntington
04/28/2026  
Private Bank Service Specialist II
Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship.  Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients.  The Service Specialist II will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures.  Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties & Responsibilities: Responsible for the day-to-day activities and interaction between the client and Huntington in terms...
Huntington Atlanta, GA Full Time
Acrisure
12/21/2025  
Client Advisor
  About Acrisure    Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.     Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and   has   grown from $38 million to   $4.8 billion   in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client   centricity   and an indomitable will to win.     Your Next Chapter:      Do you thrive in an environment where technology, data, and relationships   intersect ? At Acrisure,   we’re   redefining what it means to be a sales professional   -   giving you   cutting-edge   tools,...
Acrisure Evans, GA Full Time
Acrisure
12/21/2025  
Client Advisor
Client Advisor About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a...
Acrisure Atlanta, GA Full Time
Sedgwick
08/16/2026  
Sourcing Director
By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Sourcing Director PRIMARY PURPOSE :  To lead the strategic sourcing team and the contract administration team including strategic sourcing initiatives, supplier management, categorization, risk mitigation evaluation of indirect corporate suppliers, and review, evaluation, and recommendations to the corporate vendor programs. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Leads strategic sourcing initiatives acting as a trusted adviser to business partners in the...
Sedgwick GA Full Time
AAA - Auto Club Group (ACG)
08/14/2026  
Travel Agent - Morrow, GA
Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $1,500 to $3,000 Signing Bonus    (Amount is dependent on experience. To qualify for the Signing Bonus, applicants must be new to the Auto Club Group)  Location Details: Morrow, GA Position Schedule / Shift:    Monday - Friday 8:30 am – 5:30 pm  Position Summary    Drive revenue growth and deepen AAA member engagement by developing new business, retaining existing clients, and promoting a broad portfolio of travel, membership, and financial products. This role delivers exceptional customer experiences through consultative sales, relationship management, and end-to-end travel planning for complex domestic and international itineraries. Success requires meeting sales goals, leveraging referral and lead-generation systems, and utilizing digital tools to build a strong, repeat client base.  Key Responsibilities    Sales Growth & Business Development...
AAA - Auto Club Group (ACG) Morrow, GA Full Time
WTW
08/08/2026  
Cyber Broker - NA FINEX
The Role As a Cyber Broker within Willis’ FINEX practice, you will serve as a trusted advisor to clients and be the primary liaison between clients and insurance markets. You will be responsible for designing, marketing, and placing complex cyber insurance programs while delivering strategic advice on cyber risk transfer solutions. The successful candidate will leverage deep knowledge of cyber insurance products, market dynamics, and emerging cyber threats to help clients secure optimal coverage and achieve their risk management objectives. This role requires strong technical expertise, exceptional relationship management skills, and a passion for delivering innovative solutions in a rapidly evolving marketplace. Key Responsibilities Client Advisory & Relationship Management Serve as a trusted advisor to clients on cyber insurance and related financial lines risks. Lead client discussions regarding exposure analysis, market conditions, and renewal...
WTW Atlanta, GA Full Time
AXIS
07/30/2026  
Senior Tax Associate
This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to any protected characteristic, including age, color, disability, ethnicity, gender identity, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, veteran status, or...
AXIS Alpharetta, GA Full Time
Brown & Brown
07/09/2026  
Principal Data Architect
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Principal Data Architect to join our growing team in Atlanta, GA, Dallas, TX, or Daytona Beach, FL! .        The Data & AI Architect sits within B&B Retail Technology Data & AI organization and supports retail wide data and AI initiatives spanning investment platforms and portfolio operations. We are seeking a seasoned Data & AI Solutions Architect at the Lead/Principal level to serve as the technical authority and strategic design leader B&B Retail data platform and AI ecosystem. This is one of the most impactful and senior individual contributor roles within our Data, Analytics & AI organization.   Role will be responsible for defining the overarching architecture across our data platforms, AI/ML systems, data governance frameworks,...
Brown & Brown Sandy Springs, GA Full Time
Acrisure
06/22/2026  
Platform Engineer - Palantir
AURIS AI   | PLATFORM ENGINEERING   Platform Engineer - Palantir   Hands-On Builder, Cost Steward & Component Curator     About Acrisure   Acrisure is a global fintech leader empowering ambitious businesses and individuals with customized solutions that drive growth and impact. We combine   cutting-edge   technology with expert human support to deliver tailored insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more.   In the last twelve years, Acrisure has grown from $38 million in revenue to   nearly   $5 billion   and now employs more than 19,000 colleagues across 20+ countries. Built on entrepreneurial spirit, we prioritize leadership, accountability, and collaboration — equipping our teams to work at the highest levels and solve meaningful challenges.   Role Summary & Mission   The Platform Engineer - Palantir is the technical owner of Acrisure’s Palantir...
Acrisure Atlanta, GA Full Time

 

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