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Financial Planner | Tax-Smart Wealth & Cash-Flow Planning

Job in Alpharetta, Fulton County, Georgia, 30239, USA
Listing for: Advisor Talent Solutions
Full Time position
Listed on 2025-12-23
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst, Financial Advisor, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Alpharetta, GA is seeking an Entry Level Financial Planner to support Financial Advisors in planning and client acquisition. Responsibilities include analyzing client plans, preparing financial strategies, and utilizing Microsoft Excel for evaluations. Ideal candidates will have relevant experience, possess strong communication and analytical skills, and are encouraged to pursue professional designations. A competitive salary, benefits, and a full-time in-office position from 9am-5pm, Monday to Friday are provided.
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