Wealth Planner (Relocation Assistance Available)

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Atlanta, GA
Job Type
Direct Hire
Aug 24, 2017
Job ID
Established Wealth Management Firm in Atlanta seeks a Wealth Planner to design and implement wealth planning solutions for high net worth individuals and families.

The Wealth Planner will provide expertise in tax, trust, estate, gift and charitable planning, and add value to existing client relationships. In addition, the Wealth Planner will work directly with clients and their outside advisors. Extensive opportunity to develop and lead the planning platform for the firm. 

This role offers a collegial environment in a dynamic, expanding company with excellent work/life balance. It is ideal for a CFP, JD, or CPA looking to move away from billable hours towards a more diverse and holistic planning role.

The ideal candidate will have 5-10+ years of estate, tax or financial planning experience from a law,  accounting or financial services firm.
Relocation assistance available.