Financial Planner (CFP Required)
Bill Good Marketing
Atlanta, georgia
Financial Planner (CFP Required)
Full-Time | In-Person / Not Remote
Atlanta, GA
Who We Are: At finoBlue, we specialize in helping clients navigate the complexities of financial planning during significant life transitions such as business sales, retirement, or inheritance. Our team collaborates closely to provide tailored solutions that align with our clients' financial goals, focusing on estate planning, investment strategies, and wealth management. We pride ourselves on our professionalism, integrity, and commitment to fostering long-term relationships with our clients.
The Role: We are seeking an experienced Financial Planner with a Certified Financial Planner (CFP) designation. This is a non-producing role—you will not be asked to bring in new business or hold sales licenses. Instead, you will support the lead Private Wealth Advisor in...