Wealth Planning Specialist: Path to Lead Advisor
Job in
Peachtree Corners, Gwinnett County, Georgia, 30092, USA
Listed on 2026-08-27
Listing for:
Four Corners Capital
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Four Corners Capital is seeking a highly organized Financial Planning Specialist to support Private Wealth Advisors, preparing for client meetings, gathering data, and coordinating follow-up actions. You’ll attend meetings as a second chair, capture key points, and help manage client communications and documentation.
You will also handle data collection, ensure timely execution of action items, and maintain up-to-date client segmentation in the CRM.
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