About this role
Wealth Advisor at Aprio. Location: Atlanta, Georgia, United States. Role: manage relationships, advise clients, perform investments Requirements: 5+ years in financial planning/wealth management; CFP designation or pursuing it; Series 7 & 63 licenses; strong client relationship and communication skills; proficient in Excel and financial planning software. Category: Finance and Accounting Seniority: Mid Level Tools: Excel, Financial planning software, Investment management software Certifications: cfp, series 7, series 63 Commitment: Full Time Workplace: Hybrid Languages: English