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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1776 Wealth jobs

Financial Analyst, Financial Planner