Senior Wealth Architect

United Community; Atlanta (GA); On-site; USD 80,000 - 120,000; Full time

Job summary

A financial services firm in Atlanta seeks a Wealth Strategist to develop personalized financial plans for high-net-worth clients. Responsibilities include conducting financial assessments, creating tailored wealth plans, and collaborating with professionals in legal and tax fields. The role requires 5+ years of financial planning experience, a Bachelor's degree, and a Certified Financial Planner designation. The position is full-time, on-site only.

Qualifications

• 5+ years of financial planning experience required.
• Deep understanding of estate and tax planning.
• Strong interpersonal skills to build trust with clients.

Responsibilities

• Develop personalized financial plans for high-net-worth clients.
• Conduct financial assessments including income and risk tolerance.
• Collaborate with various professionals to deliver holistic advice.

Skills

Financial markets knowledge

Analytical skills

Communication skills

Collaborative work

Financial planning software

Education

Bachelor's degree in a business-related field

Certified Financial Planner (CFP)

JD or CPA (preferred)

Job description

A financial services firm in Atlanta seeks a Wealth Strategist to develop personalized financial plans for high-net-worth clients. Responsibilities include conducting financial assessments, creating tailored wealth plans, and collaborating with professionals in legal and tax fields. The role requires 5+ years of financial planning experience, a Bachelor's degree, and a Certified Financial Planner designation. The position is full-time, on-site only.