Wealth Strategy Associate — CFP Track; High-Net-Worth
Listed on 2026-10-10
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Diversified Trust in Atlanta is seeking a motivated Financial Planning Associate who is pursuing or has earned the CFP designation and wants to help high-net-worth clients. You will work with wealth strategists, portfolio managers, and trust professionals to gather client data and build comprehensive financial plans.
You will prepare retirement, tax, estate, insurance, education, and cash flow analyses, create presentation materials, and support the delivery of planning recommendations.
For the Wealth Strategy Associate — CFP Track (High-Net-Worth) position at CFP Board of Standards Inc., we are reviewing applications now.
We would love to welcome a new Wealth Strategy Associate — CFP Track (High-Net-Worth) to our group in Atlanta, GA, United States.
Step into the Wealth Strategy Associate — CFP Track (High-Net-Worth) role at CFP Board of Standards Inc. in Atlanta, GA, United States and grow with us.
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