Associate Financial Planner

Job Overview

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

• 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.

Applications will be reviewed on an ongoing basis until the position is filled.

• Bachelor’s degree in financial planning or closely related field (required).
• CFP® designation or plans to earn CFP® designation in the near future (required).
• Accept the daily commitment to further our mission, pursue our vision, and enact and embrace our core values.
• Uncompromising dedication to our fiduciary oath and ethical standards.
• Conscientious and detail oriented.
• Self‑motivated with a positive attitude.
• Unwavering desire to help others.
• Strong communication and interpersonal skills.
• Competitive salary commensurate with educational background, professional accomplishments, and overall experience.
• Quarterly team‑based bonus program.
• Health insurance (premiums for employees covered 100% by the firm).
• Long‑term disability insurance (premiums for employees covered 100% by the firm).
• Employer‑sponsored 401(k) plan with employer match.
• Paid time off.
• Early weekend kickoff (4pm closing time on Friday).
• Paid parental leave.
• Paid sabbatical for every five years.
• Continuing education allowance for professional designations.