We are a small, growing RIA in Buckhead. Our advisors provide comprehensive financial planning and asset management advice to retirees and corporate executives in the area. We believe in a high standard of accountability and complete transparency in our relationships with clients – we only succeed after our clients succeed. We are looking for the right person to take the lead as the first designated planner in our firm. We’re interested in you if you would enjoy the benefits of a small firm environment with a clear path to grow into a leadership role and eventually lead your own team of junior planners.
RESPONSIBILITIES WE’LL TRUST YOU WITH
Engage with current clients immediately regarding all aspects of their financial planning. Be the lead planner/advisor for new relationships brought to you by the senior planner. Become proficient in E-Money. Prepare for and attend all client meetings and calls to meet the current client base and become familiar with their situations. Participate in all aspects of pre-meeting preparations and post-meeting action items and client follow-up. Co-present and assist with financial education programs for clients and prospects.
BA/BS from an accredited university. 2-5 years of experience in financial planning. Ability to prepare income tax, cash flow, and educational cost projections, retirement income needs analysis, and risk management reviews. CFP® candidate or licensee. Basic level of understanding of portfolio construction and traditional investment vehicles. Excellent written and verbal communication skills. Superb organizational skills.
Competitive salary and incentive bonus. Firm contribution for health insurance coverage. Retirement plan contributions. Four weeks paid vacation (including market holidays). Paid CFP® certification dues and FPA membership. Professional development budget for conferences and training related to CFP® continuing education requirements. Company paid parking.
About New Planner Recruiting, LLC
Looking for a career in financial planning? We help new planners get started off on the right step towards a successful career path by placing them in a position and a firm that is the right fit based on their skill set and career goals. To submit a resume, email firstname.lastname@example.org or apply for a position directly on our job opportunities page @ www.newplannerrecruiting.com.