Advisor Employee Services
Financial Planner - Alpharetta, GA
Advisor Employee Services, Alpharetta, Georgia, United States, 30239
Overview
Join to apply for the
Financial Planner - Alpharetta, GA
role at
Advisor Employee Services The core purpose of the Financial Planner role is to provide in-depth and detailed planning to the firm’s Financial Advisors and to assist in client acquisition, plan creation for clients, and demonstrate the value of our comprehensive planning strategies for income, investing, tax, protection, and legacy.
Base pay range
$120,000.00/yr - $150,000.00/yr
Responsibilities
Analyzing current plans for prospective clients
Preparing plans for new clients
Demonstrating the value of financial planning strategies
Calculating the value of tax-savvy solutions
Preparing presentation materials for Financial Advisors to communicate planning strategies
Skills and experience needed
Experience in an area such as Finance, Accounting, Tax, Business, Economics, or a related field
2+ years of relevant financial planning experience in a financial industry
CFP or CPA designation would be beneficial, or have a desire to obtain one
Proficiency in Microsoft Excel
Ability to analytically problem-solve around planning strategies & opportunities in tax, cash-flow, and investing
Deliver with thoroughness, accuracy, timeliness, and confidentiality
Strong communication skills (written & verbal) to work collaboratively with a team and with advisors
Duties and responsibilities
Interpret and review client financial statements to pull the relevant information needed for evaluating current issues and opportunities
Organize information, build personal financial statements, and cash flow models
Build scenarios in financial planning software to evaluate, compare, and present planning techniques
Follow direction and processes for gathering & analyzing data
Be comfortable around analyzing investment holdings & performance evaluation
Follow a process for putting together a presentable plan design for various solutions that also shows the benefits of planning strategies
Assemble needed supporting materials of financial products, investments, and strategies to confirm the validity of the strategies
Commit to excellence, meet deadlines, produce accurate work, and deliver relevant materials
Salary
$100,000 - $150,000 based on level of experience
Benefits
10 Paid Time Off (PTO) days and about 10 Paid Holidays per calendar year
High Deductible Health Plan is available
Automatic 3% contribution to 401k after 6 months of employment
Hours
Monday-Friday, 9am-5pm (in office)
About the employer Wealth With No Regrets workplace is one where everyone’s work matters, each team member’s contributions are valued and appreciated, and together we make a difference for our clients. Wealth With No Regrets in Alpharetta, GA is seeking to add a Financial Planner to our team! We are an independent registered investment advisory firm that provides financial and retirement planning, wealth management, tax strategies, protection, and legacy planning, and fiduciary services to high-net-worth business owners, executives, professionals and independent women who have accumulated $1 million or more in savings. We oversee more than $300 million in assets (including assets under management and insurance and annuity products).
Presented by Advisor Employee Services
Thank you for your interest in the Certified Financial Planner role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
#J-18808-Ljbffr
Join to apply for the
Financial Planner - Alpharetta, GA
role at
Advisor Employee Services The core purpose of the Financial Planner role is to provide in-depth and detailed planning to the firm’s Financial Advisors and to assist in client acquisition, plan creation for clients, and demonstrate the value of our comprehensive planning strategies for income, investing, tax, protection, and legacy.
Base pay range
$120,000.00/yr - $150,000.00/yr
Responsibilities
Analyzing current plans for prospective clients
Preparing plans for new clients
Demonstrating the value of financial planning strategies
Calculating the value of tax-savvy solutions
Preparing presentation materials for Financial Advisors to communicate planning strategies
Skills and experience needed
Experience in an area such as Finance, Accounting, Tax, Business, Economics, or a related field
2+ years of relevant financial planning experience in a financial industry
CFP or CPA designation would be beneficial, or have a desire to obtain one
Proficiency in Microsoft Excel
Ability to analytically problem-solve around planning strategies & opportunities in tax, cash-flow, and investing
Deliver with thoroughness, accuracy, timeliness, and confidentiality
Strong communication skills (written & verbal) to work collaboratively with a team and with advisors
Duties and responsibilities
Interpret and review client financial statements to pull the relevant information needed for evaluating current issues and opportunities
Organize information, build personal financial statements, and cash flow models
Build scenarios in financial planning software to evaluate, compare, and present planning techniques
Follow direction and processes for gathering & analyzing data
Be comfortable around analyzing investment holdings & performance evaluation
Follow a process for putting together a presentable plan design for various solutions that also shows the benefits of planning strategies
Assemble needed supporting materials of financial products, investments, and strategies to confirm the validity of the strategies
Commit to excellence, meet deadlines, produce accurate work, and deliver relevant materials
Salary
$100,000 - $150,000 based on level of experience
Benefits
10 Paid Time Off (PTO) days and about 10 Paid Holidays per calendar year
High Deductible Health Plan is available
Automatic 3% contribution to 401k after 6 months of employment
Hours
Monday-Friday, 9am-5pm (in office)
About the employer Wealth With No Regrets workplace is one where everyone’s work matters, each team member’s contributions are valued and appreciated, and together we make a difference for our clients. Wealth With No Regrets in Alpharetta, GA is seeking to add a Financial Planner to our team! We are an independent registered investment advisory firm that provides financial and retirement planning, wealth management, tax strategies, protection, and legacy planning, and fiduciary services to high-net-worth business owners, executives, professionals and independent women who have accumulated $1 million or more in savings. We oversee more than $300 million in assets (including assets under management and insurance and annuity products).
Presented by Advisor Employee Services
Thank you for your interest in the Certified Financial Planner role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
#J-18808-Ljbffr