Financial Analyst, Financial Planner

4 weeks ago


Atlanta, United States 1776 Wealth Full time

Financial Planning and Financial Reporting skills Strong Analytical Skills Excellent knowledge of Finance and Accounting principles Ability to communicate complex financial concepts in a clear and concise manner Strong attention to detail and accuracy Bachelor's degree in Finance, Accounting, or related field Professional certification such as CFP will be required as part of your development Responsibilities

In addition, this role would also collaborate with the Advisors on the portfolio management Daily tasks include conducting financial analysis, creating financial models, and developing projections and forecasts and more Qualifications

Financial Planning and Financial Reporting skills Strong Analytical Skills Excellent knowledge of Finance and Accounting principles Ability to communicate complex financial concepts in a clear and concise manner Strong attention to detail and accuracy Bachelor's degree in Finance, Accounting, or related field Professional certification such as CFP will be required as part of your development Responsibilities

In addition, this role would also collaborate with the Advisors on the portfolio management Daily tasks include conducting financial analysis, creating financial models, and developing projections and forecasts and more Company Description

1776 Wealth is a RIA firm located in Sandy Springs, GA. Our mission is to maximize the wealth of our clients by providing timely financial advice and planning services. We are a small team of experts who work together to deliver personalized solutions that meet the unique needs of our clients...

Role Description

This is a full-time on-site role for a Financial Analyst/Financial Planner. This role is just a beginning, and can expand to whatever your capabilities and desires. Currently we have a need for a Financial planner to assist with the details of our complex financial planning strategies and implementations. In addition, this role would also collaborate with the Advisors on the portfolio management. Daily tasks include conducting financial analysis, creating financial models, and developing projections and forecasts and more. 1776 Wealth serves a small niche clientele. We do nearly everything for our entrepreneur and executive type clients and their families. This is a high-net-worth bespoke advisory firm. If you choose to join us you will become an expert and a highly valuable financial advisor. This is not Morgan Stanley/NWM/Merrill Lynch/mass market product selling

Qualifications • Financial Planning and Financial Reporting skills • Strong Analytical Skills • Excellent knowledge of Finance and Accounting principles • Ability to communicate complex financial concepts in a clear and concise manner • Strong attention to detail and accuracy • Bachelor's degree in Finance, Accounting, or related field • Professional certification such as CFP will be required as part of your development

Company information 1776 Wealth mission is to maximize the wealth of our clients. We are a small team, nimble and layered with experts to augment our resources. Privately Held Atlanta, Georgia Company Specialties: Wealth Management, Financial Planning, Entrepreneur, and Structural Alpha

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