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Wealth Planning Analyst (Hybrid) - Tax & Investments

Ivy Way Placements

A financial services firm in Atlanta is seeking an experienced individual to support their Advisor team. The role focuses on personal financial planning, client management, and investment planning services. Ideal candidates will have a bachelor's degree, strong communication and organizational skills, and 2-4 years of relevant experience, although this is preferred, not required. A competitive full medical package, 401k match, and hybrid work option are included in the benefits. #J-18808-Ljbffr Ivy Way Placements

Vacancy posted 5 days ago
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