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Senior HNW Financial Planning Strategist — Estate & Tax

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Advisor Group
Full Time position
Listed on 2026-06-15
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 135000 - 160000 USD Yearly USD 135000.00 160000.00 YEAR
Job Description & How to Apply Below

Advisor Group seeks a Senior Financial Planning Strategist to join their High Net Worth Planning Services team. Candidates will need deep knowledge of financial planning concepts, especially in Estate Planning, Business Planning, and Tax Planning.

This full-time role requires at least 10 years of experience and a Bachelor's degree. A hybrid work schedule is offered, requiring presence in the Atlanta office at least 4 days a week.

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Position Requirements
10+ Years work experience
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