Associate Financial Planner

Elwoodgoetz; Athens (GA); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a dedicated Associate Financial Planner to join their dynamic team. This role is pivotal in delivering exceptional financial planning services to clients, ensuring their financial goals are met with integrity and professionalism. The ideal candidate will be detail-oriented and possess strong communication skills, working closely with clients to develop comprehensive financial plans. With a commitment to ethical standards and a supportive work environment, this position offers an excellent opportunity for personal and professional growth, making a positive impact on clients' financial futures.

Benefits

Health Insurance (100% Premiums Covered)

Employer Paid Long-Term Disability Insurance

401(k) Plan with Employer Match

Bonus Program for New Client Referrals

Paid Time Off

Early Weekend Kickoff (4pm Friday)

Paid Parental Leave

Paid Sabbatical Every Five Years

Continuing Education Allowance

Qualifications

• Bachelor's degree in financial planning or closely related field required.
• CFP designation or plans to earn CFP designation required.

Responsibilities

• Co-managing client relationships and financial plan development.
• Preparing meeting materials and delivering recommendations.
• Conducting analysis for client-specific situations.

Skills

Financial Planning

Client Relationship Management

Communication Skills

Detail Orientation

Interpersonal Skills

Analytical Skills

Education

Bachelor's Degree in Financial Planning

CFP Designation

Job description

Elwood & Goetz is a fast-growing, fee-only, independent financial planning firm with offices in Athens, Atlanta, Charleston, and Naples. As fiduciaries to our clients, we provide comprehensive, personalized, and objective wealth management for individuals, families, and businesses. We believe that financial planning is first and foremost a helping profession.

Recognized as having one of the most educated and credentialed advisory teams in the country, we serve more than 500 families in over 35 states with an extremely high client retention rate.

In 2023, Elwood & Goetz was named one of America’s Best Places to Work for Financial Advisers by InvestmentNews for the second consecutive year.

Elwood & Goetz is a Registered Investment Adviser with the U.S. Securities and Exchange Commission and an equal opportunity employer.

Our Mission

As a fee-only financial planning team and fiduciary, our mission is to guide clients to financial fulfillment by finding balance between living their best lives today and reaching their goals for tomorrow.

Our Vision

To be the exemplary financial planning firm in the country renowned for our integrity, sophistication, and generosity.

To achieve our mission and vision, we will:

• Rebuild credibility in the financial services industry and redefine financial planning as an honest, trusted, and transparent profession.
• Identify and eliminate financial stress, confusion, and burden for our clients.
• Share advice and education that is both unbiased and optimal, always rooted in evidence, experience, and the client’s best interest.
• Develop the best team of caring, competent, honest, and effective financial planners committed to our core values, independence, fee-only structure, and client-first approach.

Our Values

Integrity

• Use good judgment and do the right thing.
• Be accountable. Share credit and shoulder responsibility.
• Communicate authentically and transparently.
• Act in good faith — with positive intent and alacrity.

Sophistication

• Pursue lifelong learning and growth.
• Avoid shortcuts that compromise value. Put in the time and focus on the details.
• Exceed expectations and deliver exceptional experiences.

Generosity

• Treat people with kindness, dignity, and compassion.
• Be passionate about helping our clients, our colleagues, and our communities.
• Build relationships rooted in mutual trust and respect.
• Encourage gratitude and appreciation.

Diverse Talent Statement

Our employees are our greatest strength. At Elwood & Goetz, we are committed to an equitable and inclusive culture where every employee feels comfortable bringing their true and authentic selves to work. We welcome, celebrate, and seek out diversity of backgrounds, beliefs, and experiences. We know that through our differences, we bring unique perspectives, ideas, and principles that make our team — and our clients — better.

Description & Responsibilities

The Associate Financial Planner is a key member of our planning team and essential to helping us maintain our detail-oriented, responsive client service.

Our planning teams work directly with individuals, families, and businesses to design, deliver, and implement comprehensive financial plans. Specifically, this position will be responsible for:

• Co-managing client relationships and financial plan development.
• Preparing meeting materials, delivering recommendations, and communicating with clients regarding meetings and follow-up items.
• Assisting with client onboarding, account applications and openings, and other operational tasks.
• Organizing, prioritizing, and tracking action items for planning teams.
• Proactively responding to client inquiries and service requests.
• Conducting analysis for client-specific situations (e.g., mortgage refinance, insurance quotes, employee benefits review, stock option plans, etc.).
• Bachelor’s degree in financial planning or closely related field required.
• CFP designation or plans to earn CFP designation in the near future required.
• Accept the daily commitment to further our mission, pursue our vision, and enact and embrace our core values.
• Uncompromising dedication to our fiduciary oath and ethical standards.
• Conscientious and detail oriented.
• Self-motivated with a positive attitude.
• Unwavering desire to help others.
• Strong communication and interpersonal skills.
• Competitive salary commensurate with education background, professional accomplishments, and overall experience
• Health insurance (premiums for employees covered 100% by the firm)
• Employer paid long-term disability insurance
• Employer-sponsored 401(k) plan with employer match
• Bonus program for new client referrals
• Paid time off
• Early weekend kickoff (4pm closing time on Friday)
• Paid parental leave
• Paid sabbatical for every five years of service
• Continuing education allowance to maintain professional designations

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Elwood & Goetz is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Registration of an investment adviser does not imply a certain level of skill or training. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.