Current jobs related to Financial Planner - Atlanta - Innovative Outsourcing

  • Financial Planner

    2 weeks ago

    Atlanta, Georgia, United States HS Fiduciary Services Full time

    Job OverviewWe are seeking a knowledgeable and motivated Financial Planner to join our dynamic team at HS Fiduciary Services. The ideal candidate will possess a strong background in financial services and demonstrate expertise in various areas such as investment management, tax planning, and wealth management.Duties:Conduct comprehensive financial...

  • Financial Planner Position

    4 weeks ago

    Atlanta, Georgia, United States Bill Good Marketing Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Planner to join our team at finoBlue. As a Financial Planner, you will play a crucial role in creating, testing, and executing financial plans for our select group of high-net-worth families.Key ResponsibilitiesDevelop and maintain comprehensive financial plans using MoneyGuide...

  • Financial Planner

    2 weeks ago

    Atlanta, Georgia, United States The Piedmont Group Full time

    Unlock Your Potential as a Financial AdvisorAt The Piedmont Group, we're driven by results. Our firm has consistently outperformed the industry average, with the average experienced Financial Advisor's practice growing 4x. We're ranked #4th in Massmutual system for 1st year advisor production. Whether you're new to the financial industry or looking to...

  • Senior Financial Planner

    1 week ago

    Atlanta, Georgia, United States United Placement Group Full time

    Job DescriptionWe are seeking a highly motivated and experienced Insurance, Annuity and Financial Planning Professional to join our team and contribute to the financial well-being of our clients. If you are dedicated to providing exceptional financial planning services and have a proactive approach to success, we want to hear from you.We pride ourselves on...

  • Merchandising Planner

    4 weeks ago

    Atlanta, Georgia, United States Loro Piana Full time

    Job Title: Merchandising PlannerAt Loro Piana, we are seeking a highly skilled Merchandising Planner to join our team. As a key member of our merchandising team, you will be responsible for forecasting and planning activities to drive business growth.Key Responsibilities:Develop and implement seasonal buying budgets to optimize target goals of sales, profit,...

  • Merchandising Planner

    4 weeks ago

    Atlanta, Georgia, United States Loro Piana Full time

    Job Title: Merchandising PlannerJoin Loro Piana as a Merchandising Planner and take on a key role in driving the company's growth through effective merchandising forecasting and planning.Key Responsibilities:Develop and implement merchandising plans to optimize sales, profit, and product rotation.Forecast and analyze sales data to predict future demand and...

  • Senior Wholesale Planner

    1 month ago

    Atlanta, Georgia, United States Carter'sOshKosh Full time

    Senior Wholesale Planner Job DescriptionCarter's/OshKosh is seeking a highly skilled Senior Wholesale Planner to join our team. As a key member of our Wholesale team, you will be responsible for developing and executing strategic plans that drive growth for our business.Key Responsibilities:Develop, execute, and communicate strategic merchandise and...

  • Financial Planning Specialist

    2 weeks ago

    Atlanta, Georgia, United States Bill Good Marketing Full time

    Financial Planner (CFP Required) Job DescriptionAt finoBlue, we are seeking an experienced Financial Planner with a Certified Financial Planner (CFP) designation to join our team. This is a non-producing role, focusing on supporting the lead Private Wealth Advisor in creating, testing, and executing financial plans for high-net-worth families.Key...

  • Senior Wholesale Planner

    2 weeks ago

    Atlanta, Georgia, United States Carter's Full time

    Senior Wholesale PlannerCarter's Inc. is a leading North American apparel retailer exclusively for babies and young children, encompassing Carter's, OshKosh B'gosh, Skip*Hop and Little Planet brands. We're seeking a Senior Wholesale Planner to join our team, supporting the Target account.Key Responsibilities:Develop and execute strategic plans to drive...

  • Financial Planner

    1 month ago

    Atlanta, Georgia, United States Equitable Advisors Full time

    About Equitable AdvisorsAt Equitable Advisors, we're driven by a mission to help our clients secure their financial well-being and pursue long and fulfilling lives. Our team of Financial Professionals is passionate about making a positive impact on the futures of individuals and businesses by offering financial services and products that address their...

  • Wholesale Planner

    1 week ago

    Atlanta, United States Carters Full time

    Serving the needs of all families with young children,Carter’s Inc. is the largest North American apparel retailer exclusively for babies and young children, encompassing Carter’s, OshKosh B’gosh, Skip*Hop and Little Planet brands. Meaningful work, constant learning, genuine people, and a community guided by core values that promote inclusion and...

  • Senior Wholesale Planner

    3 days ago

    Atlanta, Georgia, United States Carter's Full time

    Join Our Carter's TeamAbout the RoleCarter's is seeking a highly skilled Senior Wholesale Planner to join our team. As a key member of our Wholesale Planning team, you will be responsible for developing and executing strategic plans that drive growth for our business. This role requires a strong analytical mindset, excellent communication skills, and the...

  • Wholesale Planner

    1 week ago

    Atlanta, United States Carters Full time

    Serving the needs of all families with young children,Carter’s Inc. is the largest North American apparel retailer exclusively for babies and young children, encompassing Carter’s, OshKosh B’gosh, Skip*Hop and Little Planet brands. Meaningful work, constant learning, genuine people, and a community guided by core values that promote inclusion and...

  • Wholesale Planner

    7 days ago

    Atlanta, United States Carters Full time

    Serving the needs of all families with young children,Carter’s Inc. is the largest North American apparel retailer exclusively for babies and young children, encompassing Carter’s, OshKosh B’gosh, Skip*Hop and Little Planet brands. Meaningful work, constant learning, genuine people, and a community guided by core values that promote inclusion and...

  • Wholesale Planner

    7 days ago

    Atlanta, United States Carters Full time

    Serving the needs of all families with young children,Carter’s Inc. is the largest North American apparel retailer exclusively for babies and young children, encompassing Carter’s, OshKosh B’gosh, Skip*Hop and Little Planet brands. Meaningful work, constant learning, genuine people, and a community guided by core values that promote inclusion and...

  • Wholesale Planner

    1 week ago

    Atlanta, United States Carters Full time

    Serving the needs of all families with young children,Carter’s Inc. is the largest North American apparel retailer exclusively for babies and young children, encompassing Carter’s, OshKosh B’gosh, Skip*Hop and Little Planet brands. Meaningful work, constant learning, genuine people, and a community guided by core values that promote inclusion and...

  • Senior Financial Planning Specialist

    3 days ago

    Atlanta, Georgia, United States Bill Good Marketing Full time

    Financial Planning RoleWe are seeking a skilled Financial Planner with a Certified Financial Planner (CFP) designation to join our team at Bill Good Marketing. This is a non-producing role, focusing on supporting the lead Private Wealth Advisor in creating, testing, and executing financial plans for high-net-worth families.Key Responsibilities:Create and...

  • Senior Wholesale Planner

    2 months ago

    Atlanta, United States Carters Full time

    Serving the needs of all families with young children,Carter’s Inc. is the largest North American apparel retailer exclusively for babies and young children, encompassing Carter’s, OshKosh B’gosh, Skip*Hop and Little Planet brands. Meaningful work, constant learning, genuine people, and a community guided by core values that promote inclusion and...

  • Senior Wholesale Planner

    1 month ago

    Atlanta, United States Carter'sOshKosh Full time

    QUESTIONNAIRE-6-38 03 Serving the needs of all families with young children, Carter’s Inc. is the largest North American apparel retailer exclusively for babies and young children, encompassing Carter’s, OshKosh B’gosh, Skip*Hop and Little Planet brands. Meaningful work, constant learning, genuine people, and a community guided by core values that...

  • Senior Financial Planner

    3 days ago

    Atlanta, Georgia, United States TalentLink Solutions Full time

    Wealth Advisor OpportunityTalentLink Solutions is seeking an experienced Wealth Advisor to join our team in Atlanta. As a registered investment adviser, we manage approximately $380 million for high-net-worth individuals, families, and institutions.Key Responsibilities:Manage client relationships and create long-term plans to meet their financial...

Financial Planner

4 months ago

Atlanta, United States Innovative Outsourcing Full time
Job DescriptionJob Description

Are you seeking a workplace where collaboration is valued, and every perspective is heard? If so, your search might end here Our client, a small boutique financial services firm situated near Cumberland Mall, is looking to add an experienced Financial Planner to complement their team.

This role is deeply engaged in strategic planning and will play a pivotal role in assisting overflow clients. The perfect candidate will exhibit proficiency across multiple domains of financial planning, including portfolio optimization, investment research, and trade execution.

KEY RESPONSIBILITIES

  • Conduct portfolio optimization to maximize returns while minimizing risks.
  • Conduct thorough product and investment research to identify suitable options for clients.
  • Execute trades and manage portfolios in accordance with established strategies and client objectives.
  • Perform financial planning analysis and develop comprehensive plans tailored to individual client needs.
  • Develop and implement high-level planning strategies to help clients achieve their financial goals.
  • Optimize and administer retirement plans, including 401(k) allocation and participant support.
  • Collaborate with outside professionals on estate and insurance planning matters to ensure comprehensive client solutions.
  • Conduct ongoing planning and research to stay abreast of industry trends and regulatory changes.


CANDIDATE REQUIREMENTS

  • Bachelor's degree in finance, economics, or a related field
  • Certified Financial Planner (CFP) designation preferred
  • Minimum of 5 years of experience in financial planning
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and collaboratively in a team environment.
  • Proficiency in financial planning software and tools.
  • Knowledge of regulatory requirements and compliance standards.


Compensation: $75-95k based upon experience and licensing; plus bonus opportunities; 401k; PTO; health insurance.