Opportunities

Wealth Management Advisor

Georgia • Atlanta-Midtown

Top 10 NAPFA Fee-Only Investment advisor and an affiliate of a Top 25 Atlanta CPA firms seeks a Wealth Management Advisor uses his/her knowledge of investments and Modern Portfolio Theory to generate fee-based asset management strategies for individuals and business owners in accordance with their long-term goals. The Wealth Management Advisor may also provide written fee based financial plans and strategies for clients who desire a more comprehensive approach to their financial goals.








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