Financial Planner

Job Title:Financial Planner/Assistant Advisor

Location: Atlanta GA

Duration: Full Time

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:

• Bachelors 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 clientfacing or support role.
• Familiarity with CRM financial planning and portfolio management systems is desired.
• Proficiency in Microsoft Word Excel and PowerPoint is required.