Financial Planner

Responsibilities:

• Utilize your extensive financial planning knowledge and experience to assist our clients in creating comprehensive retirement plans tailored to their individual needs and goals.
• Work with our existing client base who have purchased Estate Planning services, helping them optimize their retirement strategies.
• Collaborate with appointment setters to meet with qualified clients who are eager to discuss their retirement plans.
• Partner with case managers to develop customized financial solutions and oversee the necessary paperwork process.
• Stay...

Responsibilities:

• Utilize your extensive financial planning knowledge and experience to assist our clients in creating comprehensive retirement plans tailored to their individual needs and goals.
• Work with our existing client base who have purchased Estate Planning services, helping them optimize their retirement strategies.
• Collaborate with appointment setters to meet with qualified clients who are eager to discuss their retirement plans.
• Partner with case managers to develop customized financial solutions and oversee the necessary paperwork process.
• Stay...

Rockstar is recruiting for an independent investment management firm that provides high-level financial and retirement planning, wealth management, tax strategies, protection, and legacy planning to high-net-worth individuals. Our client is a Registered Investment Advisor (RIA) managing over $275 million in assets, catering to business owners, executives, professionals, and independent women with over $1 million in savings. They bring expertise in fiduciary services, helping clients achieve lasting financial well-being.

Summary
The Financial Planner, CPA will play a strategic role in the core planning work—tax, investment, income, and legacy—for each client of the firm. This role requires someone to:

• Think through various financial planning and tax strategies and techniques
• Collaborate with the team to identify integrated planning strategies with tax opportunities
• Pay close attention to detail
...

Financial Planner (CFP Required)
Full-Time | In-Person / Not Remote

Atlanta, GA

Who We Are: At finoBlue, we specialize in helping clients navigate the complexities of financial planning during significant life transitions such as business sales, retirement, or inheritance. Our team collaborates closely to provide tailored solutions that align with our clients' financial goals, focusing on estate planning, investment strategies, and wealth management. We pride ourselves on our professionalism, integrity, and commitment to fostering long-term relationships with our clients.

The Role: We are seeking an experienced Financial Planner with a Certified Financial Planner (CFP) designation. This is a non-producing role—you will not be asked to bring in new business or hold sales licenses. Instead, you will support the lead Private Wealth Advisor in...

FINANCE (ACCOUNTANT, FINANCIAL PLANNER, FP&A) - TALENT NETWORK

At Savvy Talent, we connect skilled professionals with industry-leading companies that value talent and innovation. We believe in building a strong network of skilled individuals who can contribute to the success of our clients.

About the Role:

Join our talent network and connect with exciting opportunities in finance! We are seeking qualified professionals in various finance roles, including Accountants, Financial Planners, and FP&A experts. As a part of our talent network, you will have access to exclusive job openings with leading companies and the chance to elevate your career.

Potential Responsibilities:

• Conduct financial analysis and forecasting to assist in strategic planning.
• Prepare and review financial statements to ensure compliance and accuracy.
• Advise clients on financial planning...

Rockstar is recruiting for a boutique wealth management group based in Alpharetta. The firm has been helping clients for almost two decades using their proprietary planning process. The founders of the firm have been covered extensively in both local & national media & they are now looking to grow their Alpharetta-based team.

The firm is seeking a skilled Financial Planner to join their team. This independent investment management firm provides comprehensive financial services to high-net-worth individuals with $1 million or more in savings. The Financial Planner will play a strategic role in the core planning work of the firm, analyzing and evaluating financial situations for prospects and creating scenarios and financial plans for clients.

Key Responsibilities:

• Analyze client financial statements and gather necessary information
• Build spreadsheets of financial holdings for risk and allocation evaluation
• Calculate fees,...

At Facet, we put the member above all else. As a Director of Planner Training, you will live out this value each day as you work directly with our new Planners as they learn the Facet Way. You will not only be responsible for helping our new Planners understand the planning philosophy, processes, and best practices here at Facet, but also how our beliefs, mission, and vision are ingrained into every plan, analysis, and communication we have with our members. You will play a vital role in helping us achieve our mission by creating engaging, interactive, and effective learning and development materials for our Planners to effect change management. You will develop deep institutional knowledge of the core skills needed for the Planner position across Facet, thinking critically about innovative ways to elevate the abilities of team members across our Planning team.

• This is not a member facing role. Your Planners are your members, and your success is tied to...

We are an experienced financial services team looking for an in-person team member to join us.  

The Financial Planner Associate position is a client service position who reports to the Financial Professional and is critical to leveraging the FinPro’s time. This position utilizes excellent customer service and problem-solving skills to confidently provide information to clients and team members in a timely, efficient, and professional manner. 

Essential Duties and Responsibilities

• Assist in client meeting preparation and follow-up including assembling requisite paperwork, proposals, report generation, appointment scheduling and post-meeting documentation
• Research investment and insurance products and pricing; prepare proposals and applications for annuity, life insurance, long term care insurance and disability insurance
• Maintain CRM database; Manage Client and Prospective Client Workflow and...

Responsibilities:

• Utilize your extensive financial planning knowledge and experience to assist our clients in creating comprehensive retirement plans tailored to their individual needs and goals.
• Work with our existing client base who have purchased Estate Planning services, helping them optimize their retirement strategies.
• Collaborate with appointment setters to meet with qualified clients who are eager to discuss their retirement plans.
• Partner with case managers to develop customized financial solutions and oversee the necessary paperwork process.
• Stay...

Our wealth management firm is looking for a skilled and experienced financial planner to join our team. In this role, you will be responsible for developing comprehensive financial plans for our high net worth clients, providing them with personalized investment strategies and recommendations. You will also be responsible for ongoing monitoring and analysis of their portfolios to ensure they are aligned with their financial goals.

Under limited supervision, our Financial Planner uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues. This may include income tax consulting, retirement planning, qualified retirement plans, risk management and insurance planning, estate planning, education funding and small business planning. Resolves or recommends solutions to complex problems. Contact with internal and/or external...

As a Sr. Financial Planner at Facet, you will work directly with members as their financial life coach and guide, helping them improve their lives by inspiring and empowering them to reach their financial goals, both big and small. You will not only be responsible for providing sound, comprehensive financial advice and guidance, but for helping members make sense of their financial lives in actionable ways with the help of technology. We are looking for people who:

• Love helping people reach their financial goals and are passionate about providing an exceptional, high-quality member experience
• Can expertly guide members to take action on unbiased recommendations that are in their best interest
• Are process-oriented, organized, highly adaptable, and not afraid of a little chaos
• Are comfortable working with a large volume of members with the support of in-house tools
• Fully embrace technology and are able to thrive and build relationships...

As a Sr. Financial Planner at Facet, you will work directly with members as their financial life coach and guide, helping them improve their lives by inspiring and empowering them to reach their financial goals, both big and small. You will not only be responsible for providing sound, comprehensive financial advice and guidance, but for helping members make sense of their financial lives in actionable ways with the help of technology. We are looking for people who:

• Love helping people reach their financial goals and are passionate about providing an exceptional, high-quality member experience
• Can expertly guide members to take action on unbiased recommendations that are in their best interest
• Are process-oriented, organized, highly adaptable, and not afraid of a little chaos
• Are comfortable working with a large volume of members with the support of in-house tools
• Fully embrace technology and are able to thrive and build relationships...

National Tax Mitigation Law Firm now hiring a Key Strategic Partner

1- Do you have individual clients or business-owner clients that make over $800K a year? They are our ideal clients to work with.

2- Do you work with various clients and want to help them by providing tax Strategies to reduce their tax liability.

3. Our plan is simple, you bring clients {millionaires} we reduce their tax liabilities, you get paid SSSS.

At Wilson Hand LLC, our strength is in how we efficiently deliver leading-edge tax products and support to our clients, and we are proud to set the standard for the exclusive Tax Mitigation Products in our industry. To help us continue growing, we’re seeking an candidate that will have senior management experience in a dynamic setting. The role requires outstanding organizational, communication, and leadership skills and an ability to develop...

Summary

The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in...