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Financial Consultant Banking & Finance

Investment Analyst, Wealth Advisory — Client‑Focused

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Cresset Capital
Full Time position
Listed on 2025-12-08
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance
Job Description & How to Apply Below
A prestigious multi-family office is seeking an Investment Analyst to support high net-worth clients alongside experienced Wealth Advisors. This role emphasizes client relationship management, portfolio analysis, and teamwork. The ideal candidate will have a Bachelor’s Degree and experience in financial services, alongside strong communication and organizational skills. This position offers a foundational opportunity for professional growth within a dynamic and client-focused team environment.
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