Financial Planner Position Available In Fulton, Georgia
Tallo's Job Summary: The Financial Planner position at Creative Planning in Atlanta, GA involves conducting client meetings, preparing financial planning recommendations, collaborating with team members, managing CRM software, implementing recommendations, and updating financial plans. The role requires a CFP® Certificant with 3 years of financial services experience and Series 65 (or equivalent) certification. Previous financial planning experience is preferred, along with proficiency in Microsoft Office and keen attention to detail.
Job Description
Title:
Financial Planner Location:
Atlanta, GA Job Description:
JOB SUMMARY
Creative Planning is a top tier wealth management firm that provides investment management services and full comprehensive financial planning in- house. Creative addresses all aspects of financial planning from estate planning, tax strategy and risk management to retirement, education and charitable planning – using all in-house specialists. We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly. The Financial Planner is responsible for the last five of six steps in the CFP Board’s Financial Planning Process. This individual interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients.
JOB DUTIES
- Participates and conducts client meetings
- Prepares the Financial Planning recommendations
- Collaborates with members from each business line to best serve the client
- Manages accuracy of internal Client Relationship Management (CRM) software
- Implements Financial Planning recommendations
- Monitors the Financial Plan and communicates with clients
- Updates Financial Planning recommendations
- Grey/overlapping tasks between department areas
- All other duties as assigned
REQUIRED EXPERIENCE / QUALIFICATIONS
- CFP® Certificant
- Relevant Educational Background (Finance, Accounting or Business Administration)
- 3 years financial services industry experience
- Pass internal exams – Profiles/Dashboards
- Series 65 (or equivalent) attained within 120 days
PREFERRED EXPERIENCE / QUALIFICATIONS
- Previous financial planning experience
TECHNICAL SKILLS
- Microsoft Office proficiency
- Keen attention to detail
