More jobs:
Hybrid Tax & Wealth Advisor; CPA/CFP
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2025-12-28
Listing for:
Aligned Recruitment
Full Time
position Listed on 2025-12-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A client-centered wealth management firm is seeking a Financial Tax Advisor to join their team in Atlanta. The role focuses on client tax intake and relationship management, demanding strong tax expertise and a proactive approach. Ideal candidates are CPAs with a CFP designation or in pursuit of one, bringing 3-5 years of relevant experience. The position offers a hybrid work environment and a salary range of $75,000 to $95,000, with potential for exceptional candidates to earn up to $100,000.
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