Financial Planner

Financial Planner

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Wealth With No Regrets located in Alpharetta, GA is seeking an individual to perform diverse planning and administrative functions. The successful candidate will make an immediate contribution and can see the impact of their work day-to-day. If you are looking for an amazing career opportunity in a fast-paced environment, please apply today!

The below job description outlines the responsibilities for the Financial Planner

Minimum Requirements:

• Bachelor’s degree in an area such as Finance, Accounting, Business, Economics, or a related field.
• 1 year of relevant experience in a financial services environment minimum, required.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook) Excel and expertise in creating formulas and building spreadsheets is very important.
• Certified Public Account (CPA) designation preferred.
• Exposure or experience in Wealthy & Wise or eMoney or similar financial planning software preferred.
• Exposure or experience in Redtail CRM system preferred.
• Exposure or experience inTax estimating software such as Holistiplan preferred.

This position also requires that you possess the following skills:

• Have an internal drive to take initiative and find solutions.
• Have a desire and ability to learn and grow in financial planning.
• Attention to detail and accuracy of data entry and planning and presented materials.
• Possess written language skills with very few grammatical mistakes.
• Have strong verbal communication and a comfort level communicating with individuals at all levels of the organization.
• Ability to manage multiple concurrent objectives, projects, or activities, making effective judgments as to prioritizing and time management.
• Proven analytical and problem-solving skills for thinking through a planning situation for the opportunities, dangers, and relationship between taxes, inveI sting and distributions.
• Demonstrated ability to take direction, work collaboratively within a team structure and with advisors.

Responsibilities:

• Information Gathering and Analysis:
• Interpret client financial statements to pull from them the relevant information needed for evaluating current issues and opportunities.
• Build a spreadsheet of all the financial holdings so they can be evaluated for risk, allocation and more.
• Calculate fees, costs, and expenses of investments in current plan.
• Enter relevant client data into the financial planning software and evaluate and compare scenarios.
• Assess current tax liabilities of current investment and retirement holdings.
• Build client friendly income charts and retirement cash flows.
• Input investment performance and financial product results into financial plan models.
• Create a comparison of investment asset performance.
• Review analysis, documents, and reports with advisory team. Plan Design:
• Contribute to planning sessions by presenting advisory team the findings, reports, analysis, and drafts of plans for discussion and refinement.
• Finalize financial plans in the planning software under the guidance of an Advisor
• Ensure analysis and plan presentation materials have appropriate disclosures and meet compliance rules.
• Ensure accuracy of data and language within planning documents by utilizing internal checklists and templates when applicable.
• Assemble needed supporting materials of financial products and investments are being utilized for the presentation to prospects and clients.
• Presentation Materials:
• Ensure excellence, timeliness, accuracy, consistency, and relevance of planning and analysis materials to be presented to prospects and clients.
• Knowledge of Planning Strategies & Techniques:
• Develop and grow financial planning knowledge base by attending internal training sessions, reading industry publications and trainings as well as acquiring planning certifications.
• Compliance:
• Remain in compliance with the firm's policies and procedures as required by the Securities and Exchange Commission and other regulatory authorities, which include things like making sure no misleading statements or materials are presented.

Salary:

• $90,000-$120,000

Benefits:

• Paid Time Off (PTO): 10 Days per calendar year
• Holidays: Regular full-time employees are entitled to 10 paid holidays each year with extended time around Thanksgiving and Christmas
• Health Benefits: Health plan is available
• Retirement: 3% contribution to 401k
• Fringe Benefits: Lunch catered out each day at the office

Hours:

• Monday-Friday, 9am-5pm (In office)

Presented by Advisor Employee Services Thank you for your interest in the Paraplanner role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!