Associate Financial Planner Position Available In Fulton, Georgia
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Job Description
Judson Group has been retained by a leading wealth management firm in Atlanta in the search for an Associate Financial Planner . The Associate Financial Planner will work on a client-centric team focusing on the planning needs of HNW individuals and families. This is an ideal fit for someone that is looking to work in a collaborative environment to deliver “best-in-class” service to clients. The ideal candidate will have experience in financial planning efforts for HNW clients. There is tremendous opportunity for growth within this firm.
Responsibilities:
Work with various financial planning team members to understand client goals. Analyze client data to understand trends and develop and assist in preparation of financial plans and recommendations based on findings. Prepare wealth planning deliverables, including proactive, high impact planning solutions with the supervision of a planning team leader. Prepare in accurate and timely fashion, documents and reports needed for planning solutions. Monitor and update client financial plans as needed. Responsible for ad hoc special projects for clients and across the firm.
Requirements:
2-5 years of financial planning experience. Bachelor’s degree; CFP or pursuit of CFP is required. Tax experience a plus. Strong attention to detail, poised, organized, and keen sense of urgency. Exceptional communication and presentation skills. Strong Excel skills and experience with Microsoft Office products.
Compensation:
Commensurate with experience
Location:
Atlanta, Georgia
