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Financial Advisor Wealth Management

Senior Wealth Planner & Tax & Trust Advisor

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-06-14
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Atlanta is seeking a Vice President, Wealth Planner. This role focuses on tax and estate planning expertise, client engagement, and developing strategic partnerships. Ideal candidates should possess a 4-year degree and relevant certifications like CFP or CPA. The role demands strong communication skills and a detail-oriented approach to advice. Offering competitive salary and benefits, this position aims at enhancing clients' financial well-being across a broad spectrum.
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Position Requirements
10+ Years work experience
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