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Financial Planner within a CPA Practice

Employer
Atlas Lifestyle Planning Group
Location
Cleveland and Lubbock but for National Firm
Salary
Salary based on experience with splits on all client business, full benefits, team approach
Closing date
Aug 14, 2022

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Job Role
Investment Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Pursuing
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Job Details

 

ATLAS Lifestyle Planning Group (LPG) is expanding our Independent Registered Investment Advisory Firm in
and around Lubbock as well as the Cleveland, Ohio Metro Area. ATLAS LPG is part of the ATLAS
Navigators, LLC Firm. We are looking for individual candidates who can help and serve clients with solutions,
specifically, investment management, estate planning, charitable planning, retirement planning, education
planning, and risk management. Base salary and a production bonus are available as well as full benefits.

PRINCIPAL DUTIES:

  • Developing, implementing, and monitoring financial planning strategies for clients
  • Preparing financial analyses and research for various personal wealth management issues; including but not limited to retirement planning, investments, estate planning, tax planning, risk management debt management.
  • Fostering relationships with CPA Partners and helping identify clients who need the solutions we can provide, focusing on the relationships and education, not sales.
  • Setting up client education events from existing CPA client base
  • Regular office attendance across area offices as necessary
  • Proactively communicating with clients
  • Adhering to all company and industry supervisory guidelines and policies
  • Participating in required meetings, training, and continuing education requirements
  • Other duties as assigned

SKILLS & RESPONSIBILITIES:

  • Excellent verbal, written, presentation, and interpersonal communication skills
  • Excellent relationship management skills
  • Excellent attitude and an extraordinary client service orientation
  • A genuine interest in serving and caring for clients
  • Excellent organizational and time management skills
  • Willingness to learn and expand responsibility
  • A drive to succeed

SOFTWARE USAGE/EDUCATION:

  • Moneyguide Elite Financial Planning software
  • Redtail CRM system
  • Various Investment TAMPS
  • Microsoft Office Suite

BASIC QUALIFICATIONS:

  • 3-5 years’ experience in a similar role
  • Bachelor’s Degree
  • Active or dormant Series 65 or 66
  • Clean U-4 and U-5 history
  • Series 7 or 6 active or dormant (not required but a plus)
  • Insurance licenses or ability to get licensed

 

Company

We are a national CPA firm with a small firm feel.  The role within the firm is to develop relationships with and through the CPA relationship managers.  We are a full-service investment advisory and insurance solutions provider. Our mission is simple, take care of the client.  We have a team approach, it is not eat what you kill.  Leadership with 25 years of financial services experience, great opportunity to get that practical experience for CFP certification.

Find Us
Website
Telephone
480 591 8100
Location
4653 E. Cotton Gin Loop
Ste 120
Phoenix
AZ
85040
United States
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