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Financial Advisor Financial Consultant Wealth Management

Senior Wealth Planner: Private Client & Estate Strategy

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Rockefeller Capital Management
Full Time position
Listed on 2026-06-10
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial advisory firm in Atlanta is seeking a Senior Wealth Planner to provide tailored financial advice to high-net-worth clients. Responsibilities include creating comprehensive financial plans and maintaining client relationships. Ideal candidates will possess a Bachelor's degree, strong communication skills, and over 10 years of relevant experience. This is a key role requiring collaboration with other advisors to ensure effective wealth management solutions.

Competitive compensation and a supportive professional environment are offered.
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Position Requirements
10+ Years work experience
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