Dalton, Georgia (US)
Feb 01, 2021
Apr 02, 2021
Job Function
Wealth Management
Employment Type
Full Time

Small Advisory Firm in Atlanta and Dalton, Georgia is looking for a CFA, or a CFA candidate to assist in portfolio analysis, design, and construction. Position also requires monitoring of, and trading of several hundred accounts on the Advisory Platform.

Candidate will have excellent communication skills and work well in teams communicating with clients and advisors, as necessary.

Compensation package depends on experience and ability to perform all the above tasks or oversee the implementation of systems to accomplish them. Initial compensation range is 70-100k.

We offer 401k and generous Profit Sharing, paid travel expense when required, and employee paid group healthcare options.

Position can work out of either the Dalton, GA or the Atlanta, GA office locations.

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