Financial Planner

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.

Outcome: Delivering Financial Planning Excellence

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

The Wealth With No Regrets 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.

Skills and experience needed:

Experience in an area such as Finance, Accounting, Tax, Business, Economics, or a related ﬁeld
2+ years of relevant financial planning experience in a ﬁnancial industry
CFP or CPA designation would be beneficial, or have a desire to obtain one
Proﬁciency in Microsoft Excel
Ability to analytically problem-solve around planning strategies & opportunities in tax, cash-flow, and investing
Deliver with thoroughness, accuracy, timeliness, and confidentiality
Strong communication skills (written & verbal) to work collaboratively with a team and with advisors.

Duties and Responsibilities include:

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 & analyzing data
Be comfortable around analyzing investment holdings & performance evaluation
A desire to 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

Salary:

$100,000 - $150,000 based on level of experience

Benefits:

10 Paid Time Off (PTO) days and about 10 Paid Holidays per calendar year

High Deductible Health Plan is available

Automatic 3% contribution to 401k after 6 months of employment

Hours:

Monday-Friday, 9am-5pm (in office)

Are you self-managed, self-motivated, self-resourced, and service focused?

We would like to talk to you if you are energized by making a difference by supporting the advisory team; adding value for clients through income, investing, tax, legacy and protection planning; and enabling superior client service!

Wealth With No Regrets® in Alpharetta, GA is seeking to add a Financial Planner to our team! We are an independent registered investment advisory ﬁrm that provides ﬁnancial and retirement planning, wealth management, tax strategies, 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. We oversee more than $300 million in assets (including assets under management and insurance and annuity products).

Presented by Advisor Employee Services Thank you for your interest in the Certified Financial Planner role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

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Financial Planner - Alpharetta, GA