Associate Financial Planner

truFP; Cumming (GA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) with a 3% company match

Comprehensive benefits, including Long

Term Disability Insurance

Life Insurance

Health Reimbursement Arrangement

Paid time off, including three weeks'

Job summary

truFP is seeking a highly motivated Client Services Associate to join our fiduciary financial planning team in Cumming, GA. You will support lead advisors and clients, helping to deliver comprehensive financial plans and manage portfolio activity.

The role offers a strong path to growth into a lead planner role for the right candidate, with a salary range of $60,000–$80,000 and not a commission-based role. This is a key internal support position with significant client impact.

Qualifications

• Bachelor's Degree in Finance or Financial Planning.
• 2+ years of experience in a customer service-related role.
• Series 65 License (or ability to obtain within two months).
• Demonstrated motivation and detail oriented.
• Excellent written and oral communication skills.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Provide exceptional client service by responding to inquiries, preparing reports, and addressing client needs.
• Assist lead advisors in creating comprehensive financial plans, including data gathering, analysis, and plan documentation.
• Ensure client assets align with financial plan, risk tolerance, and goals.
• Execute trades as directed by lead advisors and monitor portfolios for rebalancing.
• Prepare for client meetings, summarize key financial data, and follow up on action items.
• Adhere to regulatory requirements and maintain accurate records in the CRM.
• Collaborate with clients' professionals to provide holistic financial solutions.

Skills

Customer service

Attention to detail

Communication skills

Series 65 license

Microsoft Office

Education

Bachelor's Degree in Finance or Financial Planning

Tools

Microsoft Office Suite

Job description

truFP is an independent, fee-only financial planning firm located in Cumming, Georgia. We are a team of fiduciary financial planners who uphold a high standard of service and financial expertise, serving families and small business owners in North Georgia and throughout the country with comprehensive financial planning.

At truFP, we are proud of our client-first approach and do not engage in cold calling or high-volume sales tactics. Our firm is the exclusive financial planning partner for Forsyth County government, and its 1,700+ employees. Our lead planner, Ken Bellavance, is also a Dave Ramsey SmartVestor Pro.

Job Description

We are seeking a highly motivated and detail-oriented Client Services Associate to join our growing team. This is a crucial internal support role where you will assist lead advisors and clients, playing a key part in the efficient delivery of our financial planning services. This position is a fantastic opportunity to gain valuable experience in a dynamic environment and has the potential to develop into a lead financial planner role for the right candidate.

Responsibilities

• Client Service: Provide exceptional client service by responding to inquiries, preparing reports, and proactively addressing client needs.
• Financial Planning: Assist lead advisors in creating comprehensive financial plans, including data gathering, analysis, and plan documentation.
• Investment Management: Ensure client assets are aligned with their financial plan, risk tolerance, and goals.
• Trading and Cash Management: Execute trades as directed by lead advisors, monitor portfolios for rebalancing, and manage client cash flow.
• Support Lead Advisors: Prepare for client meetings, summarize key financial data, and follow up on action items.
• Compliance: Adhere to all regulatory requirements and maintain accurate records in the CRM system.
• Coordination: Collaborate with clients' other professionals, such as attorneys and CPAs, to provide holistic financial solutions.

Qualifications

Required

• Bachelor's Degree in Finance or Financial Planning.
• 2+ years of experience in a customer service-related role.
• Series 65 License (or the ability to obtain it within two months of starting).
• Demonstrated ability to be highly motivated and detail-oriented.
• Excellent written and oral communication skills.
• Proficiency in Microsoft Office Suite.

Highly Valued

• Started or completed coursework toward the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
• Previous work experience in the financial services field.

The initial salary for this position is $60,000 - $80,000, based on experience and fit. This is not a commission-based role. We offer substantial compensation incentives based on length of service, quality of client service, and firm profitability.

What's in it for you:

• 401(k) with a 3% company match.
• Comprehensive benefits, including Long-Term Disability Insurance, Life Insurance, and a Health Reimbursement Arrangement.
• Paid time off, including three weeks of vacation plus sick leave (2 weeks first year)
• Paid parental leave for all new parents.
• State-of-the-art technology and software to support your success.