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Senior CFP: Collaborative Financial Planning & Client
Job in
Alpharetta, Fulton County, Georgia, 30239, USA
Listed on 2026-03-01
Listing for:
Elm3 Financial & CPA Group
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A financial services firm in Alpharetta, Georgia is seeking an experienced Certified Financial Planner® to join their team. The ideal candidate should have over three years of experience in financial planning and excel in client relationships, proactive problem-solving, and working collaboratively with a team. Responsibilities include developing comprehensive financial plans, providing client updates, and supervising staff.
This role offers an opportunity for professional growth and the chance to assist clients at every life stage.
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Position Requirements
10+ Years
work experience
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