Wealth Strategy Associate — CFP Track (High-Net-Worth)

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 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.