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Senior Wealth Advisor — Client‑First
Job in
Alpharetta, Fulton County, Georgia, 30239, USA
Listed on 2026-02-13
Listing for:
Hightower Advisors
Part Time
position Listed on 2026-02-13
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial advisory firm in Alpharetta, Georgia is seeking a Senior Wealth Advisor to provide personalized financial services. The ideal candidate has over 7 years of experience in client-facing roles and holds a CFP®, CPA, or CFA designation. Key duties include developing customized financial plans and collaborating with clients to address their investing, tax, and estate planning needs. The firm offers competitive benefits like medical insurance starting on day one, 401k matching, and flexible work-life balance.
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Position Requirements
10+ Years
work experience
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