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Assistant Advisor/Financial Planner

Atlanta, GA

Posted: 10/07/2024 Job Number: 34645

Job Description

Financial Planner/Assistant Advisor
A dynamic and expanding Registered Investment Advisor is seeking a dedicated Financial Planner to assist with clients’financial planning needs. As the firm continues to grow, we aim to enhance our ability to serve both existing and prospective clients. The Financial Planner will focus on areas such as retirement savings, insurance, tax mitigation, and estate planning.
Key Responsibilities:
  • Provide comprehensive support to Advisors in all aspects of financial planning.
  • Analyze the financial conditions of clients and prospects, offering tailored recommendations.
  • Develop financial plans and strategies that align with clients’goals.
  • Collaborate with Advisors to ensure all client paperwork is prepared accurately and promptly.
  • Communicate effectively with clients, addressing questions and finalizing financial planning strategies.
Skills and Knowledge:
  • Bachelor’s degree in Financial Planning, Accounting, Finance, or a related field is preferred.
  • CERTIFIED FINANCIAL PLANNER™(CFP) designation is preferred;candidates pursuing certification or with other relevant credentials will be considered.
  • A minimum of 3 years of experience providing financial planning solutions in a client-facing or support role.
  • Familiarity with CRM, financial planning, and portfolio management systems is desired.
  • Proficiency in Microsoft Word, Excel, and PowerPoint is required.

We offer a comprehensive benefits package that includes health, dental, vision, and disability insurance, a matching 401(k) plan, paid time off, and company-paid holidays.

Join our team and help us deliver exceptional financial planning services to our clients!
Financial Planner/Assistant Advisor A dynamic and expanding Registered Investment Advisor is seeking a dedicated Financial Planner to assist with clients’financial planning needs. As the firm continues to grow, we aim to enhance our ability to serve both existing and prospective clients. The Financial Planner will focus on areas such as retirement savings, insurance, tax mitigation, and estate planning. Key Responsibilities: Provide comprehensive support to Advisors in all aspects of financial planning. Analyze the financial conditions of clients and prospects, offering tailored recommendations. Develop financial plans and strategies that align with clients’goals. Collaborate with Advisors to ensure all client paperwork is prepared accurately and promptly. Communicate effectively with clients, addressing questions and finalizing financial planning strategies. Skills and Knowledge: Bachelor’s degree in Financial Planning, Accounting, Finance, or a related field is preferred. CERTIFIED FINANCIAL PLANNER™(CFP) designation is preferred;candidates pursuing certification or with other relevant credentials will be considered. A minimum of 3 years of experience providing financial planning solutions in a client-facing or support role. Familiarity with CRM, financial planning, and portfolio management systems is desired. Proficiency in Microsoft Word, Excel, and PowerPoint is required. We offer a comprehensive benefits package that includes health, dental, vision, and disability insurance, a matching 401(k) plan, paid time off, and company-paid holidays. Join our team and help us deliver exceptional financial planning services to our clients!
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