Relationship Associate, Wealth Strategist

CFP Board of Standards Inc.; Atlanta, Northern (GA, KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Diversified Trust in Atlanta is seeking a motivated Financial Planning Associate who is pursuing or has earned the CFP designation and wants to help high-net-worth clients. You will work with wealth strategists, portfolio managers, and trust professionals to gather client data and build comprehensive financial plans.

You will prepare retirement, tax, estate, insurance, education, and cash flow analyses, create presentation materials, and support the delivery of planning recommendations.

Qualifications

• Analytical mindset and attention to detail required.
• Strong client service orientation and communication skills.
• Pursuing CFP designation preferred; candidate shows commitment to certification.

Responsibilities

• Gather and analyze client information to build comprehensive financial plans.
• Prepare retirement, tax, estate, insurance, education, and cash flow analyses.
• Develop client presentation materials and assist with plan recommendations.

Skills

Analytical thinking

Detail oriented

Client service

Financial analysis

Education

Pursuing CFP designation

Job description

Diversified Trust is seeking a motivated Financial Planning Associate to join our Atlanta office. This role is ideal for an individual who is pursuing or has recently earned the CFP® designation and is looking to build a career advising high-net-worth individuals, families, foundations, and endowments.

Working alongside experienced wealth strategists, portfolio managers, relationship managers, and trust professionals, the Relationship Associate will support the development and implementation of comprehensive financial plans. Responsibilities include gathering and analyzing client information, preparing retirement, tax, estate, insurance, education, and cash flow planning analyses, developing client presentation materials, and assisting with the delivery of planning recommendations.

The successful candidate will be analytically minded, detail-oriented, and committed to delivering exceptional client service. This position provides meaningful client exposure, mentorship from experienced advisors, and a clear path for professional growth within a collaborative and entrepreneurial firm environment.