Financial Planning Associate

New Planner Recruiting
Charlotte Jacobs
. Atlanta, GA
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What our client is offering:

We are an Atlanta based fee-only wealth management firm founded in 2005, with a mission to offer personalized and objective advice to assist our clients in developing strategies for wealth accumulation, wealth conservation, and wealth distribution. Located in Sandy Springs, GA we are committed to providing integrated planning and asset management solutions to emerging affluent and high net worth investors nationwide.

We are seeking a detail oriented candidate with strong analytical and planning capabilities to join our growing company. As the Financial Planning Associate, you will be responsible for assisting with investment management and financial planning duties. If you have the desire and ability to work successfully in a small company environment, we want to talk to you!

What you will get to do:
  • Responsible for financial analysis and plan development in the areas of retirement planning, estate planning, risk management, education planning, portfolio management, and income tax planning.
  • Organize, coordinate, and maintain all client source materials in support of financial plan development
  • Develop the financial plan with alternatives and recommendations, and frame the plan for presentation and/or delivery to the client
  • Liaison between clients and staff to create and maintain a favorable client experience
  • Answer client questions via telephone and in person, contact appropriate parties to resolve issues
  • Evaluate planning tools and review new alternatives, enhance office procedures as needed

What our client seeks in a candidate:

  • Bachelor’s degree from an accredited institution, finance related curriculum preferred
  • 1-2 years of experience in the financial services industry, preferred
  • Proficient in Microsoft Excel
  • Experience with Schwab Portfolio Center, Redtail CRM, and eMoney, preferred
  • Strong communication and collaboration skills

Position perks:

  • Salary with experience bonus
  • 401(k) plan with matching contribution
  • Health Insurance
  • Paid vacation