Chartered Financial Analyst (CFA), Customer Experience, Customer Relationship Management (CRM), Financial Planning, Healthcare Reimbursement, Insurance, Series 7, Team Player, Time Management
LOCATION
Atlanta, GA
POSTED
3 days ago
CFA Institute is seeking a Wealth Advisor in Atlanta, Georgia. In this role, you will manage client relationships, providing tailored financial planning and investment guidance. This position requires strong client experience and effective time management skills.The ideal candidate will hold a Bachelor's degree and be licensed with FINRA Series 7 and Series 66. Join a collaborative environment that values continuous learning and personal growth, offering competitive benefits including 401(k), tuition reimbursement, and health insurance.#J-18808-Ljbffr