Hybrid Financial Planning Specialist: CFP Path & Growth

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

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