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Financial Planner - Atlanta GA - 5MM - 100MM+ level clientele

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Job #: 16149
Status: Inactive / Filled
Title: Financial Planner - Atlanta GA - 5MM - 100MM+ level clientele
Job Location: GA-Atlanta
Southeast (AL, FL, GA, LA, MS, NC, SC & TN)
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax
Industries: None
Base Compensation:
Low: $70,000       High: $115,000
Total Compensation:
Low: $100,000       High: $140,000
Bonus, Incentives, etc.: Competitive compensation package including attractive base salary + bonus
Benefits: Above Average Benefits
Overnight Travel: Up to 25%
Is Employer Willing to Relocate?: Yes
Why is This a Great Opportunity?
Financial Planner - Atlanta GA - 5MM - 100MM+ level clientele - Fee-based - Top tier financial services firm - No tax compliance, No sales goals
Job Description:
Assist Senior Financial Planner with tax and estate planning, cash flow analysis and comprehensive financial planning - Excellent career growth opportunity
Mandatory Minimum Qualifications - Must Have: CPA or JD
Education: Bachelor's
Certifications: None
Licenses: None
Total Years of Experience: 3-4+
First Name:
Last Name:
E-mail Address:


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