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Senior CFP, Collaborative Financial Planning Leader
Job in
Alpharetta, Fulton County, Georgia, 30239, USA
Listed on 2026-06-23
Listing for:
Energy Jobline ZR
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
Elm3 Financial Group in Alpharetta seeks an experienced Certified Financial Planner® to join their team. You will manage a portfolio of clients, tailoring financial plans to support their diverse needs. The firm emphasizes collaboration and high standards of service.
The ideal candidate has 3+ years of financial planning experience, proficiency in Right Capital, and a commitment to excellence. Benefits include a competitive salary, 401(k) match, and medical insurance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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