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Financial Consultant Wealth Management

Senior High Net Worth Financial Planning Strategist

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Osaic
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial services company seeks a Senior Financial Planning Specialist to join its High Net Worth Planning Services team in Atlanta. This role requires deep knowledge of financial planning, focusing on estate, business, and tax planning. The ideal candidate has over ten years of experience, a CFP designation, and strong communication skills. In addition to competitive compensation, the company offers a hybrid work model and valuable benefits, including health and 401k plans.
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Position Requirements
10+ Years work experience
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