Hybrid Financial Planning Specialist for Growth

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

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.