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Wealth Planning Analyst; Hybrid – Tax & Investments
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-01-27
Listing for:
Ivy Way Placements
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A financial services firm in Atlanta is seeking an experienced individual to support their Advisor team. The role focuses on personal financial planning, client management, and investment planning services. Ideal candidates will have a bachelor's degree, strong communication and organizational skills, and 2-4 years of relevant experience, although this is preferred, not required. A competitive full medical package, 401k match, and hybrid work option are included in the benefits.
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