Remote Financial Planner High-Net-Worth Clients
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
CPA Tax Advisors LLC is seeking a Remote Financial/Investment Consultant based in Georgia to deliver high-net-worth private financial planning. The role requires Series 65 or Series 7 certification and deep expertise in planning, asset allocation, and investments.
A strong ability to build client relationships and travel up to 30% (between Atlanta and South GA) is essential. The position blends remote work with periodic on-site engagements, emphasizing entrepreneurial spirit and a client-centric
We are seeking a motivated Remote Financial Planner for High-Net-Worth Clients to join CPA Tax Advisors LLC in Atlanta, GA, United States.
Our organisation is growing, and we are hiring a Remote Financial Planner for High-Net-Worth Clients in Atlanta, GA, United States.
This opportunity is for the Remote Financial Planner for High-Net-Worth Clients role at CPA Tax Advisors LLC.
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