About this role
Senior Wealth Manager - Bluerock Wealth Management at Hightower. Location: Alpharetta, Georgia, United States. Role: advising clients, developing plans, conducting reviews Requirements: Bachelor's in finance/accounting, 7+ years client-facing experience, CFP/CPA/CFA required, strong tax and estate planning knowledge, familiarity with small business owners and physicians, and experience with Salesforce, Black Diamond, BNA, eMoney, Fidelity, Schwab. Category: Finance and Accounting Seniority: Senior Level Tools: Salesforce, Black Diamond, BNA, eMoney, Fidelity, Schwab Certifications: cfp, cpa, cfa Commitment: Full Time Workplace: Onsite Languages: Swati, English