Financial Planner

Role - FINANCIAL PLANNER

Location:

Alpharetta, GA
Work Type:
Full-Time / In-Office

Planning Expert | Tax-Savvy Strategist | Client Impact Driver

• The core purpose of the Financial Planner role is to provide in-depth and detailed planning to the firm’s Financial Advisors and to assist in client acquisition, plan creation for clients, and demonstrate the value of our comprehensive planning strategies for income, investing, tax, protection, and legacy.

• Analyzing current plans for prospective clients
• Preparing plans for new clients
• Demonstrating the value of financial planning strategies
• Calculating the value of tax-savvy solutions
• Preparing presentation materials for Financial Advisors to communicate planning strategies

• Education:
  
  Experience in an area such as Finance, Accounting, Tax, Business, Economics, or a related field
• Experience:
  
  5+ years of relevant financial planning experience in a financial industry
• Certifications:
  
  CPA/PFS required
• Technical:
  Proficiency in Microsoft Excel
• Analytical:
  Ability to analytically problem-solve around planning strategies and opportunities in tax, cash-flow, and investing
• Delivery:
  Deliver with thoroughness, accuracy, timeliness, and confidentiality
• Communication:
  Strong communication skills (written and verbal) to work collaboratively with a team and with advisors

• Interpret and review client financial statements to pull the relevant information needed for evaluating current issues and opportunities
• Organize information, build personal financial statements, and cash flow models
• Build scenarios in financial planning software to evaluate, compare, and present planning techniques
• Be able to follow direction and processes for gathering and analyzing data
• Be comfortable around analyzing investment holdings and performance evaluation
• Follow a process for putting together a presentable plan design for various solutions that also shows the benefits of planning strategies
• Assemble needed supporting materials of financial products, investments, and strategies to confirm the validity of the strategies
• Desire to do work of excellence, meet deadlines, produce accurate work, and consistently deliver relevant materials

• Time Off: 10 Paid Time Off (PTO) days and about 10 Paid Holidays per calendar year
• Health:
  High Deductible Health Plan is available
• Retirement:
  Automatic 3% contribution to 401k after 6 months of employment
• Relocation:
  Relocation assistance available for qualified candidates
• Hours:
  
  Monday-Friday, 9am-5pm (in office)

• Is an independent registered investment advisory (RIA) firm headquartered in Alpharetta, GA, managing over $400 million in assets for high-net-worth individuals, couples, and families.
• We help financially successful clients Make the Right Decisions for the Right Reasons - so they can enjoy a more rewarding retirement and future.
• We provide financial and retirement planning services that include wealth management, tax strategies, income solutions, protection and legacy planning, and fiduciary services to high-net-worth business owners, executives, professionals, and independent women who have accumulated $1 million or more in savings.
• The workplace is one where everyone's work matters, each team member's contributions are valued and appreciated, and together we make a difference for our clients.

• Is an equal opportunity employer committed to building a diverse and inclusive team.
• We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected characteristic.
• All qualified applicants will receive consideration for employment.
• Confidentiality Notice:
  This job description is intended for recruitment purposes only and contains proprietary information. Redistribution without authorization is prohibited.