Financial Planning Analyst - Atlanta GA - Boutique Wealth Management Firm

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JOB DESCRIPTION

Job #: 15662
Status: Inactive / Filled
Title: Financial Planning Analyst - Atlanta GA - Boutique Wealth Management Firm
Job Location: Atlanta, GA
Base Compensation: $50,000 — $90,000
Total Compensation: $70,000 — $110,000
Benefits: standard
Is Employer Willing to Relocate?: Might Consider
Other Relocation Information: will consider relocation on a case by case basis
Employment Type: Full Time / Direct Hire
Job Categories: Wealth Management - Personal Trust; Wealth Management - Trust Tax

WHY IS THIS A 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.

JOB DESCRIPTION

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.

QUALIFICATIONS

4+ years exposure to investments, estate planning and tax planning for the high net worth.
Education: None
  
Total Years of Experience: 3-4+
  
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