Financial Planner

Financial Consultants Group; Cumming (GA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Paid time off and vacation

401(k) with matching and profit sharing

Job summary

An established industry player is seeking a Financial Planner to join their dynamic team. This role offers the opportunity to create comprehensive financial plans and build strong client relationships while managing investment portfolios. The ideal candidate will have over 5 years of experience in financial planning, hold a CFP designation, and possess a deep understanding of wealth management. With a supportive team environment, this position promises professional growth and the chance to make a significant impact in clients' financial futures. If you are a self-starter with a passion for finance, this is the perfect opportunity for you.

Qualifications

• 5+ years experience in financial planning and wealth management.
• Comprehensive knowledge of investments, retirement accounts, and tax topics.

Responsibilities

• Create comprehensive financial plans and manage client relationships.
• Monitor investment portfolios and ensure adherence to financial plans.

Skills

Financial Planning

Client Relationship Management

Investment Monitoring

Problem Solving

Financial Modeling

Education

Bachelor's Degree in Finance or Related Field

Certified Financial Planner (CFP)

Tools

RedTail

Morningstar Advisor

Right Capital

Job description

Financial Planner, CFP | @ Financial Consultants Group

Pay: $80,000 - $120,000 per year with partnership opportunity

Experience: 5+ years experience, CFP or similar, Series 65 or 66, a book of business is a plus

Schedule: Monday to Friday, on site, in office

• Paid time off and vacation
• 401(k) with matching and profit sharing

ABOUT US:

Financial Consultants Group, Inc. has been a Registered Investment Advisor since 1996 and provides comprehensive Financial Planning and Wealth Management services to families and individuals throughout the Greater Metro Atlanta. We are an independent full-service, fee-only financial planning and investment management firm.

JOB DESCRIPTION:

We are currently seeking a Financial Planner to be part of our team who has professional working experience in the wealth management and financial industry and is looking to grow their clientele with an established team approach. The ideal candidate will have 5+ years of experience as a financial planner, with the Certified Financial Planner designation or similar.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Create comprehensive financial plans for clients in conjunction with our team.
• Build and foster strong client relationships through managing multiple client situations, needs and inquiries on an ongoing basis.
• Monitor investment portfolios for adherence to client’s financial plan and risk tolerance.
• Regularly meet with clients, take notes, update CRM and complete meeting follow-up items.
• Handle the set-up and management of new and existing client accounts including the transfer and deposits of funds and the establishment of all relevant account features.
• Manage work given to Client Service Associates and Administrative staff.
• Develop investment and growth proposals based on our internal asset models.
• Perform research and participate in the ongoing review of our team investment models.
• Ensure completion of paperwork for distributions and all other client service items.
• Call prospects who have expressed interest in our services and follow-up with existing clients to implement team recommendations.

Position Qualifications:

• A Bachelor’s Degree or higher in finance, financial planning or related business field.
• Comprehensive knowledge of topics related to investments, financial planning, wealth planning, retirement account types, social security, pensions, insurance products, tax topics and the overall economic environment.
• The ideal candidate will be a self-starter, relationship builder, team professional and problem solver with a solid understanding of financial models and spreadsheets.
• Experience with RedTail, Morningstar Advisor and Right Capital financial planning software is a plus.
• Understanding and respect for confidentiality and security of personal client information is essential.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales