About this role
Advisor - Atlanta at Brightonjones. Location: Atlanta, Georgia, United States. Role: managing clients, leading projects, analyzing data Requirements: 4+ years in financial planning/wealth management; undergraduate degree required; CFP/CFA/CPA/JD certifications required; proficient in Microsoft Office; in-office, full-time exempt role. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Suite Certifications: certified financial planner (cfp), certified public accountant (cpa), chartered financial analyst (cfa), juris doctor (jd) Commitment: Full Time Workplace: Onsite Languages: English