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Financial Planning Analyst - Atlanta GA - Boutique Wealth Management Firm
Accounting Career Network
 
Job Location: Atlanta, GA
Job Type: Full Time
Salary: 50,000 to 110,000
Work in a team environment to analyze and provide advice to wealthy families on all aspects of personal financial planning including income tax planning, projections, investment planning, asset allocation, benefits, estate, insurance, philanthropic, etc.

Great Opportunity:
Financial Planning Analyst - Atlanta GA - Boutique Wealth Management Firm - Will Train in all areas of financial planning, estate planning, tax planning, and investment advisory. Excellent opportunity for advancement.

Minimum Qualifications:
4+ years exposure to investments, estate planning and tax planning for the high net worth.

Certifications:
None

Licenses:
None

Total Experience:
3-4+



 
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