Associate Financial Planner

PSA Wealth; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

PSA Wealth in Atlanta is seeking an Associate Financial Planner to join our on-site team. You will assist senior advisors in building comprehensive financial plans, including cash flow, retirement, risk, and investment strategy, while gathering client data and preparing plan recommendations.

Ideal candidates are pursuing CFP or have CFP exposure, hold a Finance-related degree, and are proficient with Excel and financial planning software.

Qualifications

• Strong foundation in financial planning and personal financial planning with ability to tailor recommendations.
• Pursuing CFP or strong interest in obtaining CFP.
• Finance-related degree with strong quantitative skills.
• Knowledge of retirement planning and qualified plans.
• Proficiency with financial planning software and Excel.
• Strong written and verbal communication.
• Attention to detail and client confidentiality.
• Ability to work collaboratively on-site.
• Experience in wealth management or financial services preferred.

Responsibilities

• Support senior advisors in developing comprehensive financial plans.
• Analyze client data and prepare plan summaries and recommendations.
• Assist with client presentations and follow-up.
• Maintain accurate records in financial planning software.
• Monitor client portfolios and implement plan recommendations.
• Conduct research on financial products, tax and retirement strategies, and regulatory changes to support high-quality advice.

Skills

Financial Planning

Data Analysis

Client Communication

Team Collaboration

Financial Software

Education

Finance Degree

CFP in Progress

Tools

Excel

Financial Planning Software

Job description

Company Description

PSA Wealth is dedicated to empowering business owners to protect, grow, and create generational wealth. The firm focuses on holistic financial strategies that align personal and business goals. Team members collaborate closely with clients to design customized plans that support long-term financial security and legacy-building. PSA Wealth values integrity, client education, and a proactive approach to financial planning.

Role Description

This is a full-time, on-site Associate Financial Planner role based in the Atlanta Metropolitan Area. The Associate Financial Planner will support senior advisors in developing comprehensive financial plans, including cash flow analysis, retirement planning, risk management, and investment strategy. Daily responsibilities include gathering and analyzing client data, preparing plan summaries and recommendations, and assisting with client presentations and follow-up. The role involves maintaining accurate records in financial planning software, monitoring client portfolios, and helping implement plan recommendations. The Associate Financial Planner will also conduct research on financial products, tax and retirement strategies, and regulatory changes to support high-quality advice and client service.

Qualifications

• Strong foundation in Financial Planning and Personal Financial Planning, with the ability to analyze client situations and develop tailored recommendations.
• Progress toward or completion of the Certified Financial Planner (CFP) designation, or strong interest in obtaining the CFP credential.
• Academic background in Finance or a related field, with solid quantitative and analytical skills.
• Knowledge of Retirement Planning strategies, including qualified plans, IRAs, and distribution planning.
• Proficiency with financial planning software and Excel, and comfort working with data and financial models.
• Clear written and verbal communication skills, with the ability to explain financial concepts in accessible language.
• High attention to detail, ethical judgment, and commitment to client confidentiality.
• Ability to work collaboratively in an on-site team environment and manage multiple tasks and deadlines.
• Prior experience in a wealth management, financial advisory, or related financial services role is preferred.