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Strategic Wealth Planner Complex Financial Goals

Job in Athens, Clarke County, Georgia, 30604, USA
Listing for: NACBA
Full Time position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Strategic Wealth Planner for Complex Financial Goals
A financial services firm is seeking a Wealth Strategist II to support financial advisors and assist clients with complex financial planning. Candidates should have a Bachelor's degree in a related field, at least 7 years of experience, and skills in strategy development and collaboration. This role focuses on delivering personalized financial advice and building relationships to enhance client experiences. The firm offers a comprehensive benefits package and values contributions from its team members.
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