CFP Wealth Planner — Client‑First Financial Guidance
Job in
Alpharetta, Fulton County, Georgia, 30239, USA
Listed on 2026-07-16
Listing for:
MY Wealth Planers
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
MY Wealth Planers, located in Alpharetta, Georgia, is seeking an experienced financial planner to manage client relationships and deliver comprehensive financial plans. Candidates must have a Bachelor’s Degree and CFP® designation with at least 3 years of relevant experience.
The role includes collaborating with clients and their professionals, leading presentations, and contributing to the firm's growth while maintaining a strong commitment to client service and fiduciary standards.
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