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50 cfp jobs at 25 companies in Atlanta, GA

3mo
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Wealth Advisor
Peachtree City, Georgia, United States
OnsiteFull Time
Delta Community Credit Union
Delta Community Credit Union: Member-owned cooperative providing personal and business financial services.
5+ YOE5+ years in wealth management; CFP or advanced degree; CFP exam eligibility; AIF orable; FINRA SIE, Series 7/66; life/health/ LTC licenses; experience with high-net-worth clients.
eMoney
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3d
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Senior Financial Planner
Athens or Atlanta or Charleston or Naples
OnsiteFull Time
Elwood & Goetz
Elwood & Goetz: Independent fee-only financial planning and wealth management firm.
Bachelor's degree in financial planning or related field, CFP designation, fiduciary commitment, strong communication, organizational, analytical, and interpersonal skills.
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2mo
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J.P. Morgan Wealth Management - National Branch Personal Advisor - Atlanta, GA
Atlanta, Georgia, United States
RemoteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years financial services or brokerage experience; active Series 7 and Series 66; licensed in all states; Bachelor's preferred; CFP preferred.
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2mo
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Financial Planning Administrator
Sheboygan Falls or Alpharetta or United States
RemoteFull Time
Merit Financial Advisors
Merit Financial Advisors: Independent wealth management and financial advisory services firm.
0+ YOEBachelor's degree required; 0-2+ years in wealth management/financial planning preferred; CFP preferred; experience with eMoney, MoneyGuide, RightCapital, Holistiplan, Wealth.com and Salesforce a plus.
eMoney, MoneyGuide, RightCapital, Holistiplan, Wealth.com, Salesforce, CRM
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5d
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Senior Planning Associate
Atlanta, Georgia, United States
$85k-$105k/yr HybridFull Time
Modera Wealth Management
Modera Wealth Management: Provides fee-only financial planning and investment management services.
3+ YOEBachelor's degree, 3–5 years of financial planning or related financial services experience, Series 65 or equivalent credential, and CFP certification or education completed to sit for the exam.
Microsoft Office Suite
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1mo
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Senior Wealth Strategist
Atlanta, Georgia, United States
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Advanced financial and estate planning expertise for UHNW clients, bachelor’s degree, strong communication, Microsoft Office skills, and professional credentials (CFP/CPA/ChFC or advanced tax/legal study).
Microsoft Office Suite
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3mo
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Advisor - Atlanta
Atlanta, Georgia, United States
$85k-$135k/yr OnsiteFull Time
Brighton Jones
Brighton Jones: Provides fee-only wealth management and financial planning services.
4+ YOE4+ 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.
Microsoft Office Suite
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2mo
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Lead Advisor, Atlanta - KAR
Atlanta or Los Angeles or Hartford
$120k-$150k/yr RemoteFull Time
Kayne Anderson Rudnick
Kayne Anderson RudnickNYSE: VRTS: Provides investment management and wealth advisory services to clients.
5+ YOEBachelor's in finance/economics required, 5+ years in financial services/wealth advisory, Series 65 or 66 (or CFP/CFA), proficiency with eMoney, Salesforce, and Microsoft platform, strong communication and judgment.
Microsoft operating platform, eMoney financial planning platform, Salesforce CRM platform
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1w
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Wealth Advisor
Birmingham or Atlanta or Nashville or Mobile
$80k-$90k/yr OnsiteFull Time
RFG Advisory
RFG Advisory: Hybrid RIA platform supporting independent financial advisors.
4+ YOESeries 65 license or ability to obtain within 90 days; CFP, CPA, or EA credential; 4–5 years of client-facing experience; relationship management, attention to detail, and follow-through.
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3mo
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Vice President, Regional Advisory Consultant
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
HybridFull Time
Osaic
Osaic: Provides wealth management services to independent financial advisors.
5+ YOESeries 7 required; 5+ years in a similar role; travel 50-75%; Bachelor's degree required, Master's preferred; CFP or CIMA preferred; strong advisory platform knowledge and sales orientation.
CRM software
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1w
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Retirement Plan Consultant - North GA
Atlanta, Georgia, United States
RemoteFull Time
Corebridge Financial
Corebridge FinancialNYSE: CRBG: Provides retirement solutions, life insurance, and investment management services.
High school diploma or GED required; bachelor's preferred. Requires Series 7, Series 66, and appropriate state insurance licenses. Excellent presentation skills; CFP, ChFC, and Spanish proficiency are beneficial.
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1mo
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VP Wealth Consultant - Coral Gables, FL
Coral Gables or Chicago or Miami or Atlanta
$150k-$200k/yr FieldFull Time
Calamos Investments
Calamos Investments: Provides global asset management and wealth management investment strategies.
8+ YOEBachelor's degree, Series 65 and CFP required, 8+ years in financial services (4+ years intermediary sales preferred), CRM proficiency, strong sales/presentation/communication skills, regular regional travel.
CRM systems
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2mo
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Lead Advisor, Atlanta - KAR
Atlanta or Los Angeles or Hartford or United States
$120k-$150k/yr RemoteFull Time
Virtus Investment Partners
Virtus Investment PartnersNYSE: VRTS: Provides investment management services to individual and institutional investors.
5+ YOEBachelor's in finance/economics required, 5+ years wealth advisory experience, Series 65/66 (or CFP/CFA waiver), proficiency with eMoney, Salesforce and Microsoft platform, strong communication and client management skills.
Microsoft, eMoney, Salesforce
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1mo
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Advisory Team Leader
Atlanta, Georgia, United States
HybridFull Time
HB Wealth
HB Wealth: Fiduciary wealth management and family office services for private clients.
8+ YOE5+ Mgmt8+ years in wealth management, 5+ years leading advisory professionals, bachelor\u0002s degree, Series 65 (or CFP/CFA), strong coaching, communication, fiduciary judgment, and background/credit check required.
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6d
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Senior Tax Manager
Atlanta, Georgia, United States
HybridFull Time
Aprio
Aprio: Provides business advisory, accounting, and tax services globally.
Active CPA or EA license, significant 1040 preparation or review experience, ability to sign simple individual returns, strong client communication, digital fluency, and CFP certification or completion within 18 months.
HubSpot, Practice Engine, HubSync
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3w
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VP; Financial Consultant - Atlanta, GA (Midtown)
Atlanta, Georgia, United States
$70k-$80k/yr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Active FINRA Series 7 required; Series 66 (or 63/65) and Life & Health Insurance required during tenure; CFP preferred. Strong business development, client relationship, and financial planning skills.
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1mo
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Natural Resources Scientist/Project Manager
Alpharetta or Birmingham
OnsiteFull Time
Stantec
StantecToronto Stock Exchange / New York Stock Exchange: STN: Global design, engineering, and environmental consulting firm.
15+ YOEB.S. or M.S. in an environmental discipline, 15–20 years of biological survey and project management experience in the southeastern U.S., professional certifications (PWS/CWB/CEP/CFP) preferred, ability to lead teams and travel ~25%.
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1mo
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Relationship Manager
Grand Rapids or Atlanta or Palm Beach or Chicago or Minneapolis or Cincinnati
OnsiteFull Time
Oxford Financial Group
Oxford Financial Group: Provides wealth management and family office services to high-net-worth individuals and institutions.
5+ YOEBachelor's degree required, 5–7 years relevant experience (≥3 years with UHNW clients). Proficiency in Microsoft Outlook/Word/Excel, Salesforce, strong analytical and communication skills. CFP, CPWA, or CPA preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, TimeTracker
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1w
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Senior Wealth Manager - Bluerock Wealth Management
Alpharetta, Georgia, United States
OnsiteFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
7+ YOEBachelor's in finance/accounting, 7+ years client-facing experience, CFP/CPA/CFA required, strong tax and estate planning knowledge, experience with high-net-worth clients and small business owners/physicians.
Salesforce, Black Diamond, BNA, eMoney, Fidelity, Schwab
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3mo
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Private Wealth Director
Atlanta, Georgia, United States
OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
10+ YOE10–15 years in wealth management with strong relationship management; Series 7 and 63 licenses required; MBA or post-graduate degree preferred; professional certifications CFP, CPA, CFA, CTFA, CFM preferred.
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