On-Site Associate Financial Planner: Wealth & Retirement
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-08-28
Listing for:
PSA Wealth
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Analyst
Job Description & How to Apply Below
PSA Wealth in Atlanta is seeking an Associate Financial Planner to join our on-site team. You will assist senior advisors in building comprehensive financial plans, including cash flow, retirement, risk, and investment strategy, while gathering client data and preparing plan recommendations.
Ideal candidates are pursuing CFP or have CFP exposure, hold a Finance-related degree, and are proficient with Excel and financial planning software.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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