Associate Financial Planner

Elwood & Goetz is a unique, fast-growing, fee-only, independent financial planning firm with office buildings in Athens and Atlanta, Georgia. We also have satellite offices in Charleston, South Carolina and Naples, Florida. As legal fiduciaries to our clients at all times, we provide comprehensive, personalized, and objective wealth management for individuals, families, and businesses. Since 2006, we have been, and continue to be, pioneers in redefining financial planning and wealth management as a helping profession.

Recognized as having one of the most educated and credentialed advisory teams in the country, we serve more than 600 families across the country (and a few other countries) with a >98% client retention rate.

Elwood & Goetz has been named one of America’s Best Places to Work for Financial Advisers by Investment News for multiple years.

Elwood & Goetz is a Registered Investment Adviser with the U.S. Securities and Exchange Commission and a member of the National Association of Personal Financial Advisors (NAPFA), the Fee Only Network, and XY Planning Network.

Our Mission

As a fee-only financial planning team and fiduciary, our mission is to guide clients to financial fulfillment by finding balance between living their best lives today and reaching their goals for tomorrow.

Our Vision

To be the exemplary financial planning firm in the country renowned for our integrity, sophistication, and generosity.

To achieve our mission and vision, we will:

• Rebuild credibility in the financial services industry and redefine financial planning as an honest, trusted, and transparent profession.
• Identify and eliminate financial stress, confusion, and burden for our clients.
• Share advice and education that is both unbiased and optimal, always rooted in evidence, experience, and the client’s best interest.
• Develop the best team of caring, competent, honest, and effective financial planners committed to our core values, independence, fee-only structure, and client-first approach.

Integrity

• Use good judgment and do the right thing.
• Be accountable. Share credit and shoulder responsibility.
• Communicate authentically and transparently.
• Act in good faith — with positive intent and alacrity.

• Pursue lifelong learning and growth.
• Avoid shortcuts that compromise value. Put in the time and focus on the details.
• Exceed expectations and deliver exceptional experiences.

• Treat people with kindness, dignity, and compassion.
• Be passionate about helping our clients, our colleagues, and our communities.
• Build relationships rooted in mutual trust and respect.
• Encourage gratitude and appreciation.

Our employees are our greatest strength. At Elwood & Goetz, we are committed to an equitable and inclusive culture where every employee feels comfortable bringing their true and authentic selves to work. We greatly value diversity of thought and welcome, celebrate, and seek out diversity of backgrounds, beliefs, and experiences. We know that through our differences, we bring unique perspectives, ideas, and principles that make our team — and our clients — better.

Description &Responsibilities

The Associate Financial Planner is a key member of our planning team and essential to helping us maintain our detail-oriented, responsive client service.

Our planning teams work directly with individuals, families, and businesses to design, deliver, and implement comprehensive financial plans. Specifically, this position will be responsible for:

• Co-managing client relationships and financial plan development.
• Preparing meeting materials, delivering recommendations, and communicating with clients regarding meetings and follow-up items.
• Assisting with client onboarding, account applications and openings, and other operational tasks.
• Organizing, prioritizing, and tracking action items for planning teams.
• Proactively responding to client inquiries and service requests.
• Conducting analysis for client-specific situations (e.g., mortgage refinance, insurance quotes, employee benefits review, stock option plans, etc.).

This position is based onsite at our Atlanta office in Glenwood Park.

Requirements & Qualifications

• Bachelor’s…