Relationship Associate, Wealth Strategist

Diversified Trust is seeking a motivated Financial Planning Associate to join our Atlanta office. This role is ideal for an individual who is pursuing or has recently earned the CFP® designation and is looking to build a career advising high-net-worth individuals, families, foundations, and endowments.

Working alongside experienced wealth strategists, portfolio managers, relationship managers, and trust professionals, the Relationship Associate will support the development and implementation of comprehensive financial plans. Responsibilities include gathering and analyzing client information, preparing retirement, tax, estate, insurance, education, and cash flow planning analyses, developing client presentation materials, and assisting with the delivery of planning recommendations.

The successful candidate will be analytically minded, detail-oriented, and committed to delivering exceptional client service. This position provides meaningful client exposure, mentorship from experienced advisors, and a clear path for professional growth within a collaborative and entrepreneurial firm environment.