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Tax-Savvy Financial Planner & Planning Expert; In-Office
Job in
Milton, Fulton County, Georgia, USA
Listed on 2026-03-08
Listing for:
W3Global
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm in Alpharetta, GA is seeking a Financial Planner to deliver detailed planning for financial advisors. Responsibilities include analyzing client financial statements and building personal financial scenarios. Candidates should possess a CPA/PFS certification and have over five years of experience in financial planning. The role offers a competitive salary, health benefits, and retirement contributions, with a work schedule from Monday to Friday, 9 am to 5 pm in the office.
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