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Senior Financial Planner HNW Clients | Strategic
Job in
Cartersville, Bartow County, Georgia, 30120, USA
Listed on 2026-01-05
Listing for:
Asset Management Group Inc.
Full Time
position Listed on 2026-01-05
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A financial advisory firm seeks an experienced Financial Planner to manage end-to-end financial planning for high-net-worth clients. Ideal candidates should have 8+ years of experience, strong analytical skills, and proficiency with eMoney. This mid-senior level role emphasizes strategic financial planning, risk management, and independent working. Candidates with a Series 65 or equivalent, as well as CFP or CPA designations, are preferred.
Join a collaborative environment with pathways for growth.
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Position Requirements
10+ Years
work experience
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