Job #: 6159
Title: Wealth Planner
Job Location: Atlanta, Georgia - United States
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 - Established Wealth Management Firm
Established Wealth Management Firm in Atlanta seeks a Wealth Planner to design and implement wealth planning solutions for high net worth individuals and families.
This role offers a collegial environment in a dynamic, expanding company with excellent work/life balance. It is ideal for a CFP, JD, or CPA looking to move away from billable hours towards a more diverse and holistic planning role.
Relocation assistance available. 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. 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.
How to Apply: