Financial Planner

1 day ago


Alpharetta GA USA, United States Ronald Blue & Co Full time
Job Title: Financial Planner - Sports

At Ronald Blue & Co, we are seeking a highly skilled Financial Planner to join our team. As a Financial Planner - Sports, you will be responsible for providing expert financial planning services to clients in the sports industry.

Key Responsibilities:
  • Develop and implement customized financial plans for clients in the sports industry, incorporating their unique needs and goals.
  • Provide expert advice on investment management, tax planning, and estate planning, ensuring that clients' financial goals are met.
  • Collaborate with clients to understand their financial objectives and develop strategies to achieve them.
  • Stay up-to-date with industry trends and developments, ensuring that clients receive the best possible advice.
Requirements:
  • Bachelor's degree in business, finance, accounting, or financial planning.
  • Minimum of three years' experience in financial planning and/or financial services.
  • Certified Financial Planner (CFP) designation preferred.
What We Offer:
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application.



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