CPA Tax Advisors is seeking a Remote Financial/Investment Consultant to serve clients across Atlanta and South Georgia. You will deliver private financial planning to individuals and couples, helping them implement tailored strategies to grow net worth.
The ideal candidate combines strong financial planning knowledge with a consultative, relationship-driven approach. CFP/ChFC is a plus; travel up to 30%, with ~10% on-site in Atlanta and South GA as needed.
#J-18808-LjbffrRemote Financial Planner for Private Clients (GA) in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.