Wealth With No Regrets® is an independent registered investment advisory (RIA) firm headquartered in Alpharetta, GA, managing over $400 million in assets for high-net-worth individuals, couples, and families. We help financially successful clients Make the Right Decisions for the Right Reasons — so they can enjoy a more rewarding retirement and future. We provide financial and retirement planning services that include wealth management, tax strategies, income solutions, protection and legacy planning, and fiduciary services to high-net-worth business owners, executives, professionals, and independent women who have accumulated $1 million or more in savings. The Wealth With No Regrets workplace is one where everyone's work matters, each team member's contributions are valued and appreciated, and together we make a difference for our clients. Qualifications Bachelors Degree in Finance, Accounting, Tax, Business, Economics, or related 5+ years in Financial Planning Preferred PFS designation or PFS (Company will assist with PFS) Proficiency in Excel & Planning software's inputs and outputs calculations Ability to problem-solve around planning strategist and tax, cash-flow, and investing Proven quality of work with strong accuracy and communication skills Nice to Have CFP - Certified Financial Planner CPA - Certified Public Accountant Series 65/63/Industry licensure Day to Day Analyzing current plans for prospective clients Preparing plans for new clients Demonstrating the value of financial planning strategies Calculating the value of tax-savvy solutions Preparing presentation materials for Financial Advisors to communicate planning strategies Interpret and review client financial statements to pull the relevant information needed for evaluating current issues and opportunities Organize information, build personal financial statements, and cash flow models Build scenarios in financial planning software to evaluate, compare, and present planning techniques Be able to follow direction and processes for gathering and analyzing data Be comfortable around analyzing investment holdings and performance evaluation Follow a process for putting together a presentable plan design for various solutions that also shows the benefits of planning strategies Assemble needed supporting materials of financial products, investments, and strategies to confirm the validity of the strategies Desire to do work of excellence, meet deadlines, produce accurate work, and consistently deliver relevant material

Pay:

$95,000.00 - $150,000.00 per year

Benefits:

Relocation assistance Application Question(s): Why are you looking to join Wealth With No Regrets? Do you already have/are you willing to obtain your PFS designation?

License/Certification:

CPA or CFP (Preferred) Ability to

Commute:

Alpharetta, GA 30004 (Required)

Work Location:

In person