Associate Financial Planner

Judson Group; Atlanta (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

A leading wealth management firm in Atlanta is seeking an Associate Financial Planner to join their client-centric team. The role involves working collaboratively to deliver exceptional service to high-net-worth clients, with significant opportunities for professional growth. Ideal candidates will have financial planning experience and a CFP designation.

Qualifications

• 2-5 years of financial planning experience.
• Strong attention to detail and organizational skills.
• Exceptional communication and presentation skills.

Responsibilities

• Work with financial planning team to understand client goals.
• Analyze client data and prepare financial plans.
• Monitor and update client financial plans as needed.

Skills

Attention to detail

Communication

Presentation skills

Excel

Education

Bachelor’s degree

CFP or pursuit of CFP

Tools

Microsoft Office

Job description

Judson Group has been retained by a leading wealth management firm in Atlanta in the search for an Associate Financial Planner. The Associate Financial Planner will work on a client-centric team focusing on the planning needs of HNW individuals and families.

This is an ideal fit for someone looking to work in a collaborative environment to deliver “best-in-class” service to clients. The ideal candidate will have experience in financial planning efforts for HNW clients. There is tremendous opportunity for growth within this firm.

Responsibilities:

1. Work with various financial planning team members to understand client goals.
2. Analyze client data to understand trends and develop and assist in the preparation of financial plans and recommendations based on findings.
3. Prepare wealth planning deliverables, including proactive, high-impact planning solutions with the supervision of a planning team leader.
4. Prepare accurate and timely documents and reports needed for planning solutions.
5. Monitor and update client financial plans as needed.
6. Responsible for ad hoc special projects for clients and across the firm.

Requirements:

1. 2-5 years of financial planning experience.
2. Bachelor’s degree; CFP or pursuit of CFP is required.
3. Strong attention to detail, poised, organized, and keen sense of urgency.
4. Exceptional communication and presentation skills.
5. Strong Excel skills and experience with Microsoft Office products.

Compensation: Commensurate with experience

Location: Atlanta, Georgia

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance

Industries

• Financial Services, Banking, and Investment Management