💼 Financial Planning Analyst

Company
Cahaba Wealth Management, Inc.
Location
Birmingham, AL
Date posted
2025-01-07
Job Type
None
Industry
Accounting / Finance
Description
Job Title: Financial Planning Analyst Location: 3800 Colonnade Parkway Ste. 630 Birmingham, AL 35243 Company Overview: Cahaba Wealth Management is a leading financial planning firm dedicated to providing personalized financial advice and services to our clients. We strive to empower our clients through strategic planning and tailored financial solutions. Our team is committed to excellence, integrity, and building strong client relationships. Position Overview: We are seeking a...See full description
Important Skills Hard skillsSoft Skills
Financial planning Investment strategies Tax planning Retirement planning Estate planning Risk management Insurance planning Communication Analytical thinking Problem-solving Attention to detail Time management
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