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Associate Wealth Advisor

Baker Wealth Group, LLC

Baker Wealth Group, LLC in Georgia is seeking an Associate Wealth Advisor to support client cases under the guidance of a Senior Wealth Advisor. You will help manage planning tools, prepare client presentations, and assist with meetings, gaining hands-on experience in a fee-only environment. The role emphasizes collaboration, deadlines, and ongoing credential progress toward CFP®, CFA®, CPA, or Series 65, with opportunities for growth and ownership in a supportive team setting. #J-18808-Ljbffr

Vacancy posted 1 day ago
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