JOB DESCRIPTION

Job #: 6159
Title: Wealth Planner
Job Location: Atlanta, Georgia - United States
Employment Type:
Salary: $80,000.00 - $140,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?


Wealth Planner - Atlanta, GA - Employee-owned firm seeking future partner

Established Wealth Management Firm in Atlanta seeks a Wealth Planner to design and implement wealth planning solutions for high net worth individuals and families.

Extensive opportunity to develop and lead the planning platform for the firm.

Strong career track within the firm; 1-2 years for equity potential.

This position is ideal for a CFP, JD, or CPA looking for a diverse and holistic planning role with excellent work/life balance.

JOB DESCRIPTION

The Wealth Planner will provide expertise in tax, trust, estate, gift and charitable planning, and add value to existing client relationships. In addition, the Wealth Planner will work directly with clients and their outside advisors, focusing on excellent client service in a  fiduciary platform. Extensive opportunity to develop and lead the planning platform for the firm.

QUALIFICATIONS

The ideal candidate will have 5-10+ years of estate, tax or financial planning experience from a law,  accounting or financial services firm.

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