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Financial Planning Specialist — Remote
Remote / Online - Candidates ideally in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2025-12-13
Atlanta, Fulton County, Georgia, 30383, USA
Listing for:
Aprio, LLP
Remote/Work from Home
position Listed on 2025-12-13
Job specializations:
-
Finance & Banking
Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
A leading CPA and advisory firm in Atlanta seeks a Financial Planning Specialist to join their Wealth Management team. The role involves crafting personalized financial plans for diverse clients and requires strong analytical skills, excellent communication abilities, and a commitment to client success. The ideal candidate will have a bachelor's degree in a related field, preferably a CFP® certification, and over 3 years of relevant experience.
This position offers competitive compensation and a supportive work environment.
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