Associate

Employer
Homrich Berg
Location
Atlanta, Georgia
Salary
Competitive
Closing date
Dec 12, 2021

View more

Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

Job Details

Availability: Immediate

Title:  Associate

Description of Position

Homrich Berg ("HB") is a leading fee-only financial planning and investment advisory firm located in Atlanta, GA. Established in 1989, HB’s employees provide comprehensive financial planning and investment management services primarily to high net worth individuals. 

Qualifications

HB's Buckhead office is seeking an Associate to work directly with HB Advisors and HB clients to offer comprehensive wealth management. We are looking for someone to assist HB Advisors with preparation and evaluation of custom financial plans (e.g., net worth statements, wealth forecasts, estate plan reviews, tax planning & projections, education, etc.) and related administrative items as part of a comprehensive wealth management process.

Requirements

  • Two to five years' experience in providing personal financial and/or tax planning services or a related financial background and education
  • At least an intermediate level of understanding of traditional investment vehicles (e.g., stocks, bonds, mutual funds)
  • Four year college degree, Accounting or Finance degree preferred.
  • CFP and/or CPA licensee or candidate is desired; tax experience a plus
  • Strong Excel skills and experience with Microsoft Office products
  • Self-starter
  • Excellent written and verbal communication skills
  • Excellent organizational skills

Please apply on our website:

www.homrichberg.com

Equal Opportunity Employer M/F/D/V

Company

Homrich Berg ("HB") is a leading fee-only financial planning and investment advisory firm located in Atlanta, GA. Established in 1989, HB’s employees provide comprehensive financial planning and investment management services primarily to high net worth individuals.
Find Us
Telephone
4047208369
Location
2840 Peachtree Road
Unit 409
Atlanta
GA
30305
US

Get job alerts

Create a job alert and receive personalised job recommendations straight to your inbox.

Create alert

Similar Jobs