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Financial Consultant Financial Advisor Financial Services Wealth Management

Senior Wealth Strategist, Private Banking & Estate Planning

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: PNC
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company is looking for a Sr. Wealth Strategist based in Atlanta, GA. The ideal candidate will develop and manage client financial plans, with a preference for JD or CPA credentials. Responsibilities include conducting financial analyses and expanding client relationships. The role emphasizes client focus and risk management in a collaborative environment. Competitive benefits and a supportive workplace culture are offered.
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Position Requirements
10+ Years work experience
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