Financial Planner

Location
Athens, Georgia
Posted
Nov 07, 2019
Closes
Dec 07, 2019
Employment Type
Full Time
Level
Entry Level

We are looking for a Financial Planner to join our firm!

Each of our planning teams is made up of two people: a Senior Financial Planner (SFP) and a Financial Planner (FP). Our planning teams work directly with clients to design, deliver, and implement client financial plans.

All levels of experience are welcome and encouraged to apply for this position. Applicants should expect at least a 1-year training period to learn our company-specific policies + procedures and for quality-control purposes. Experienced Financial Planners may move into the SFP role after training is complete.

More specifically, FPs can expect to:

  • Co-manage client relationships and financial plan development
  • Prepare meeting materials, deliver recommendations, and communicate with clients regarding meeting follow-up items
  • Organize and track action items
  • Proactively respond to client inquiries and requests
  • Conduct analysis on client specific situations (e.g., mortgage refinance, employee benefits review, stock option plans, etc.)
  • Implement investment recommendations and monitor investment portfolios for rebalancing opportunities

Firm Culture

We take pride in our welcoming and supportive firm culture. Some of our cultural norms include:

  • Passionate about helping others
  • Continuous pursuit of knowledge and sophistication
  • Unwavering belief in the value of teamwork
  • Hard-working with high expectations
  • Client-centric: clients should be treated as we would want our families treated
  • Manage client relationships in a proactive rather than reactive manner
  • Financial planning is an experience, not an event
  • It’s in the details


Candidate Qualifications

 

  • Conscientious and detail-oriented
  • Self-motivated with a positive attitude
  • Outstanding organizational skills
  • Unwavering desire to help others and act as a fiduciary
  • High level of personal integrity and discretion
  • Strong communication and interpersonal skills
  • Degree in personal financial planning or related field
  • Professional designation(s) held or being pursued