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
- Collaborate with the Advisors on portfolio management
- Conduct financial analysis, create financial models, and develop projections and forecasts
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.
Company Information:
1776 Wealth's 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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