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Financial Planner

Location : Atlanta, GA
Job Type : Direct
Hours : Full Time
Required Years of Experience : 2-5 years
Required Education : 4 year degree
Travel : No
Relocation : No
Job Industry : Accounting - Finance
Job Category : Financial Services

Job Description :

FEE-ONLY, BOUTIQUE RIA. ~$185 MILLION AUM.


Interested? Click Here for more information!


Required Qualifications :

BA/BS from an accredited university. 2-5 years of experience in financial planning. Ability to prepare income tax, cash flow, and educational cost projections, retirement income needs analysis, and risk management reviews. CFP® candidate or licensee. Basic level of understanding of portfolio construction and traditional investment vehicles. Excellent written and verbal communication skills. Superb organizational skills.


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