Onsite Wealth Planner: Estate & Tax Strategy Expert

A leading financial planning firm in Atlanta, Georgia is seeking a Wealth Planner to prepare estate and wealth planning analyses for high-net-worth clients. The ideal candidate will have a strong background in financial planning strategies and tools. Responsibilities include developing strategies, providing technical guidance, and collaborating with teams. A Bachelor’s degree along with professional designations and 3+ years of experience in the field are required. This role is 100% onsite, with limited travel expected. #J-18808-Ljbffr