Senior Associate, Personal CFO UHNW Clients
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-01-14
Listing for:
Pathstone Welcomes Crestone Capital LLC
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
A leading wealth management firm based in Atlanta is seeking a Senior Associate to join their Personal CFO Services team. This position focuses on client-facing financial management, requiring the ideal candidate to have at least 4 years of experience in financial services, especially working with high-net-worth clients. Responsibilities include overseeing client bill payments, managing financial transactions, and providing personalized, comprehensive service.
Generous benefits and a supportive work environment are offered.
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Position Requirements
10+ Years
work experience
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