Wealth Planning & Client Experience Associate
Listed on 2026-10-13
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
San Blas Securities, LLC is seeking an experienced Client Service Associate / Financial Planning Associate to join our private wealth management practice in Atlanta. You will work directly with the CEO and lead advisor, coordinating investment activity and building comprehensive financial plans to deliver an exceptional client experience.
The role blends client exposure with hands-on financial planning, requiring you to manage multiple relationships, maintain plans, and collaborate with external
Consider building your career as a Wealth Planning & Client Experience Associate at San Blas Securities, LLC.
Join San Blas Securities, LLC and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Planning & Client Experience Associate role at San Blas Securities, LLC, based in Atlanta, GA, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).