Financial Planning Specialist
1 month ago
At 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 Responsibilities:- Create and update comprehensive financial plans using MoneyGuide Pro.
- Collaborate with the lead advisor on portfolio strategy and execution.
- Meet with clients to gather data, review financial strategies, and provide ongoing plan updates.
- Ensure client follow-up and communication are consistent and professional.
- Work cross-functionally with other team members to develop cohesive financial planning strategies.
- Provide support for exit planning, retirement, and inheritance scenarios for clients with $2.5 million or more in assets.
- Certified Financial Planner (CFP) designation is required.
- Minimum 5 years of experience in financial planning or wealth management.
- Excellent understanding of and proficiency in using technology.
- Strong understanding of investment strategy and portfolio management.
- Ability to work both collaboratively and independently within a focused, driven, and professional team.
- Exceptional client communication and follow-up skills.
- High levels of organization, attention to detail, and the ability to manage multiple client needs.
- Standard hours: 8:30 AM to 5:30 PM, with flexibility and occasional as needed WFH options available.
- Competitive salary is based on experience.
- Full benefits package, including healthcare and retirement plans.
- Opportunities for professional development and career growth within the firm.
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Financial Planning and Analysis Specialist
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3 weeks ago
Atlanta, Georgia, United States Morehouse School of Medicine Full timeJob Title: Financial Planning ManagerMorehouse School of Medicine is seeking a highly skilled Financial Planning Manager to join our team. As a key member of our finance department, you will be responsible for providing financial and operational analytics, budgeting and forecasting, trend analysis, and identifying and executing process improvement...
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4 weeks ago
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