Experienced Wealth Planner
Brightworth - Atlanta, Georgia
We are adding to our growing team and looking for an Experienced Wealth Planner!
Brightworth offers highly motivated individuals a challenging and dynamic work environment and an opportunity for professional development and career advancement.
It is our mission to grow and develop highly motivated and competent professionals by providing an opportunity for personal growth and accomplishment, financial participation in firm success and an environment that fosters team camaraderie and improvement.
The successful Wealth Planner will serve as the main technical and analytical point person for all financial planning needs on an assigned book of clients. Wealth Planners will analyze client needs and prepare financial plans for initial and at least annual update meetings including: net worth statements, cash flow statements, retirement income planning, stock option exercise strategies, tax planning, insurance review, education funding analysis, investment asset allocation analysis, investment proposals, estate planning, charitable planning, etc.
The Wealth Planner is considered the main contact person for all financial planning needs on a client and will work closely with other members of the client’s service team, including the Wealth Advisor and Relationship Manager. Wealth Planners have the opportunity to specialize and deepen their knowledge into any of Brightworth’s niche channels, including Corporate Professionals, Business Owners, Dental Industry, Retirees and Accumulators.
The career path of a Wealth Planner includes training on firm leadership, personal marketing and business development leading to the Associate Wealth Advisor, Wealth Advisor and Partner Wealth Advisor roles.
Required education and experience
• Bachelor’s degree
• 2-5 years experience in Wealth/Financial Planning or similar role in accounting or finance
• Preferred: CFP Designation or Similar