Associate Financial Planner

Job Description

truFP is an independent, fee-only financial planning firm located in Cumming, Georgia. We are a team of fiduciary financial planners who uphold a high standard of service and financial expertise, serving families and small business owners in North Georgia and throughout the country with comprehensive financial planning.

At truFP, we are proud of our client-first approach and do not engage in cold calling or high-volume sales tactics. Our firm is the exclusive financial planning partner for Forsyth County government, and its 1,700+ employees. Our lead planner, Ken Bellavance, is also a Dave Ramsey Smart Vestor Pro.

• Client Service:
  Provide exceptional client service by responding to inquiries, preparing reports, and proactively addressing client needs.
• Financial Planning:
  Assist lead advisors in creating comprehensive financial plans, including data gathering, analysis, and plan documentation.
• Investment Management:
  Ensure client assets are aligned with their financial plan, risk tolerance, and goals.
• Trading and Cash Management:
  Execute trades as directed by lead advisors, monitor portfolios for rebalancing, and manage client cash flow.
• Support Lead Advisors:
  Prepare for client meetings, summarize key financial data, and follow up on action items.
• Compliance:
  Adhere to all regulatory requirements and maintain accurate records in the CRM system.
• Coordination:
  Collaborate with clients' other professionals, such as attorneys and CPAs, to provide holistic financial solutions.

Required

• Bachelor's Degree in Finance or Financial Planning.
• 2+ years of experience in a customer service-related role.
• Series 65 License (or the ability to obtain it within two months of starting).
• Demonstrated ability to be highly motivated and detail-oriented.
• Excellent written and oral communication skills.
• Proficiency in Microsoft Office Suite.

• Started or completed coursework toward the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
• Previous work experience in the financial services field.

The initial salary for this position is $60,000 - $80,000, based on experience and fit. This is not a commission-based role. We offer substantial compensation incentives based on length of service, quality of client service, and firm profitability.

• 401(k) with a 3% company match.
• Comprehensive benefits, including Long-Term Disability Insurance, Life Insurance, and a Health Reimbursement Arrangement.
• Paid time off, including three weeks of vacation plus sick leave (2 weeks first year)
• Paid parental leave for all new parents.
• State-of-the-art technology and software to support your success.

If you are a talented professional who wants to grow with a firm that values integrity and a client-first approach, we encourage you to apply. Email Tanna Lesch directly for expressing your unique interest in the position: