Financial Planning Specialist

Financial Planner Recruiting Llc; Atlanta (GA); On-site; USD 75,000 - 90,000; Full time

Job summary

Financial Planning Specialist at Financial Planner Recruiting Llc in Atlanta will support lead advisors by preparing for review meetings, developing comprehensive financial plans, and presenting investment and insurance strategies clearly to clients.

You'll work closely with a senior advisor to build agendas, run analyses, and model scenarios that drive sound financial decisions. The role starts in-office with a path to hybrid work as you ramp up.

Qualifications

• Bachelor's degree in finance or related field preferred.
• Experience in financial planning or paraplanning required.
• Knowledge of insurance, investments, taxes, and estate planning.
• Proficient in MS Office.
• Experience with eMoney preferred.

Responsibilities

• Prepare client meeting agendas and follow-ups.
• Support senior advisor with analyses and client presentations.
• Generate investment reports and analyze performance.
• Review life and disability insurance illustrations.
• Assist with cash flow, retirement projections, and tax-sensitive strategies.

Skills

Financial planning

Paraplanning

Client communication

Organization

Tech adaptability

CRM experience

Education

Bachelor's degree in finance or related field

Tools

eMoney

Wealthbox

Microsoft Office

Job description

Job Description:

About the Firm

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. Salary range is $75,000 to $90,000, commensurate with experience.

Key Responsibilities

• Collaborate with 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 requestswhen 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.

Required Skills:

Financial Planning Planning