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Financial Analyst

Wealth with no Regrets • Alpharetta, GA, US • published 2026-09-24 22:03:54.939633

Description

We are a fast\-paced, fast\-growing wealth management firm in Alpharetta, GA, and we’re looking for a Financial Analyst to join our team. This role is integral to our continued growth — the successful candidate will be comfortable with numbers and motivated by getting them exactly right. Every recommendation we make rests on the analysis behind it, and the successful candidate will approach that work with the utmost care. **About the Role** The Financial Analyst turns a stack of statements, tax returns, and policy documents into a clear and accurate picture of a client’s financial life. Clients trust us with the decisions that shape their retirement, their families, and their legacies, and those decisions are only as sound as the numbers underneath them. This is an analysis and data role. We are looking for someone who enjoys reconciling to the dollar, notices when a figure does not look right, and understands that catching an error before it reaches an advisor is worth far more than catching it afterward. **What You Will Do** ● Enter and maintain client financial data in our planning software and CRM, including accounts and balances, income and expenses, insurance policies. ● Inte...

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