Financial Planning Specialist

Financial Planner Recruiting, LLC; Atlanta (GA); Hybrid; USD 75,000 - 90,000; Full time

Job summary

Financial Planner Recruiting, LLC client in Atlanta is seeking an experienced Financial Planning Specialist to support lead advisors and manage a high-value book of business. This full-time, in-office role will transition to a hybrid model as ramped up.

You will help prepare reviews, assist in developing comprehensive financial plans, and clearly present investment and insurance strategies to clients. Responsibilities include preparing meeting agendas, generating investment reports, reviewing

Qualifications

• Bachelor's degree in finance, accounting, economics, or related field preferred.
• Prior experience in financial planning or paraplanning required.
• Experience with insurance, investments, taxes, and estate planning.
• Proficiency with Microsoft Office; familiarity with eMoney and a CRM.
• Strong organizational and communication skills.

Responsibilities

• Collaborate with the senior advisor to refine client presentations.
• Prepare client meeting agendas with follow-ups and planning topics.
• Generate and analyze investment reports for accounts under management.
• Review in-force life and disability policies and produce illustrations.
• Support financial planning analyses (cash flow, retirement, education, tax strategies, insurance) in eMoney.
• Evaluate client savings strategies and track contributions.
• Create investment proposals and insurance illustrations with the advisor.
• Assist with money movements (transfers, contributions, withdrawals, distributions).
• Maintain planning records and update documents in planning software and CRM.
• Stay current with planning software and industry best practices.
• Roll up sleeves attitude for client support issues.

Skills

Financial planning

Paraplanning

Client relationship management

Attention to detail

Organizational skills

Communication skills

Interpersonal skills

Tech adaptability

Education

Bachelor's degree in finance or related field

Tools

Microsoft Office

eMoney

Wealthbox CRM

Job description

Our client is a well-established boutique financial planning and wealth management firm seeking an experienced and motivated Financial Planning Specialist to join their team. This role is central to supporting the firm's lead advisors in managing and growing a high-value book of business.

This is a full-time position based in Atlanta, with in-office expectations initially, transitioning to a hybrid work model once ramped up and integrated.

Position Overview

They are seeking a detail-oriented and growth-minded Financial Planning Specialist to join their advisory team. This individual will play a key role in supporting client relationships by preparing for review meetings, assisting in the development of comprehensive financial plans, and ensuring that investment and insurance strategies are clearly presented to clients. The Financial Planning Specialist will work closely with a senior advisor to create agendas, prepare analyses, and provide recommendations that help clients make informed financial decisions. This is an ideal role for someone who is technically strong, organized, and eager to deepen their expertise in financial planning while contributing directly to client success. The salary range is $75,000 to $90,000, commensurate with experience.

Key Responsibilities

• Collaborate with the senior advisor to gain an understanding of current client presentations and deliverables, and contribute to their ongoing refinement and improvement.
• Prepare client meeting agendas that include follow-ups from prior meetings, current financial priorities, and proactive planning topics.
• Work alongside their Director or Investments to generate and analyze investment reports for accounts under management, highlighting performance, allocation, and opportunities for rebalancing or repositioning.
• Review in-force life and disability insurance policies, producing policy illustrations and identifying opportunities for updates or adjustments.
• Assist in financial planning analysis, including cash flow, retirement projections, education funding, tax-sensitive strategies, and insurance needs utilizing their eMoney platform.
• Evaluate client savings strategies, tracking contribution levels and providing insights on whether savings are aligned with goals.
• Create investment proposals and insurance illustrations, working with senior advisor to model scenarios and prepare presentations for client meetings.
• Assist with money movement requests when necessary (transfers, contributions, withdrawals, distributions), ensuring accuracy and compliance.
• Maintain accurate planning records and ensure all documents, reports, and analyses are updated in the financial planning software and CRM.
• Stay current with financial planning software tools, investment platforms, and industry best practices to continually enhance client service and efficiency.
• Have a roll-up-your-sleeves attitude to help with any client support issues that arise along the way.

Qualifications

• Bachelor's degree in finance, accounting, economics, or related field is preferred.
• Prior experience in financial planning, paraplanning, or a similar role is required.
• Well-versed in insurance, investments, taxes, and estate planning.
• Proficiency in Microsoft Office (Outlook, Word, Excel).
• Experience using eMoney is highly preferred.
• Experience with a CRM system (Wealthbox or similar).
• Excellent organizational skills and attention to detail.
• Strong communication and interpersonal skills.
• Ability to learn and adopt new tech tools as needed.

Why Join Their Team

• Work directly with a senior advisor and established clients.
• Gain hands-on experience in comprehensive financial planning.
• Professional growth opportunities, including support for CFP® certification.
• Collaborative team environment where your contributions make a direct impact.