CPA Tax Advisors LLC is seeking a Remote Financial/Investment Consultant based in Georgia to deliver high-net-worth private financial planning. The role requires Series 65 or Series 7 certification and deep expertise in planning, asset allocation, and investments.
A strong ability to build client relationships and travel up to 30% (between Atlanta and South GA) is essential. The position blends remote work with periodic on-site engagements, emphasizing entrepreneurial spirit and a client-centric
#J-18808-LjbffrRemote Financial Planner for High-Net-Worth Clients in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.