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Financial Consultant

Investment Advisory Analyst — Wealth Strategy & Portfolios

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: MIO Partners
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A leading financial advisory firm based in Atlanta seeks an Investment Advisory Analyst to provide investment advice to McKinsey Partners. The role involves preparing balance sheets, responding to client inquiries, and researching investment products. Candidates should have a degree in a quantitative field, 1–2 years of experience in investment consulting, and strong communication skills. This is a non-sales role that emphasizes quality advice and client interaction, with a focus on maintaining confidentiality.
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