Associate Financial Planner

Elwoodgoetz; Athens (GA); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial planning firm in Athens, Georgia is seeking an Associate Financial Planner to co-manage client relationships and assist with various operational tasks. The ideal candidate will have a bachelor’s degree in financial planning and be a CFP candidate or certified. This role offers benefits like a competitive salary, bonuses, health insurance, and more.

Benefits

Competitive salary

Quarterly bonuses

Health and disability insurance

401(k) plan with match

Paid time off

Early Friday close

Parental leave

Sabbaticals

Continuing education allowances

Qualifications

• Bachelor's degree in financial planning or related field.
• Must be a CFP candidate or certified.

Responsibilities

• Co-manage client relationships.
• Prepare meeting materials.
• Assist with onboarding and operational tasks.
• Conduct financial analyses.

Job description

Elwood & Goetz is a unique, fast-growing, fee-only, independent financial planning firm with offices in Athens and Atlanta, Georgia, and satellite offices in Charleston, South Carolina, and Naples, Florida. We serve more than 600 families across the country with a >98% client retention rate.

We are committed to providing comprehensive, personalized, and objective wealth management as legal fiduciaries to our clients, and have been pioneers in redefining financial planning since 2006.

Our mission is to guide clients to financial fulfillment by balancing living their best lives today with achieving their future goals. Our vision is to be the exemplary financial planning firm, renowned for integrity, sophistication, and generosity.

We value integrity, sophistication, and generosity, and foster an inclusive culture where diversity of thought, background, beliefs, and experiences are celebrated. Our team is our greatest strength, and we are dedicated to building a caring, competent, and ethical team committed to our core values and client-first approach.

We are seeking an Associate Financial Planner to join our team. This role involves co-managing client relationships, preparing meeting materials, assisting with onboarding and operational tasks, and conducting financial analyses. Candidates must have a bachelor’s degree in financial planning or a related field, and be CFP candidates or certified.

Benefits include a competitive salary, quarterly bonuses, health and disability insurance, a 401(k) plan with match, paid time off, early Friday close, parental leave, sabbaticals, and continuing education allowances.

Elwood & Goetz is a registered investment adviser, and we adhere to the highest fiduciary and ethical standards. We invite you to sign up for our insights and updates, and remind that investment involves risk and professional advice should be sought before making financial decisions.