Financial Planning Specialist
2 days 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 Specialist
4 days ago
Atlanta, Georgia, United States Excelsius Financial Full timeExcelsius Financial: A Career of Growth and OpportunityWe are seeking a qualified candidate to join our team as a Financial Planning Representative in a part-time capacity. This role offers the perfect blend of flexibility and career advancement opportunities.About the Position:This is a remote position, allowing you to work from the comfort of your own...
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Financial Planning Specialist
3 weeks ago
Atlanta, Georgia, United States Nasdaq Full timeJob Title: Financial Planning SpecialistNasdaq is seeking a highly skilled Financial Planning Specialist to join our Analytics Finance team. As a key member of the team, you will be responsible for managing revenue and expense financial activities, analyzing variances and trends, and preparing financial reports for the Analytics business.Key...
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Financial Planning Specialist
2 weeks ago
Atlanta, Georgia, United States Nasdaq Full timeJob Title: Financial Planning SpecialistNasdaq is seeking a highly skilled Financial Planning Specialist to join our Analytics Finance team. As a key member of the team, you will be responsible for managing revenue and expense financial activities, analyzing variances and trends, and preparing monthly financial reporting for the Analytics business.Key...
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Financial Planning and Analysis Specialist
2 days ago
Atlanta, Georgia, United States EPTA Full timeJob Title: Financial Planning Analyst SpecialistAt EPTA, we are seeking a highly skilled Financial Planning Analyst Specialist to join our team. The successful candidate will provide financial support to our management team, contributing to short-term and long-term target setting, action plan definition, and monitoring.Key Responsibilities:Implement and...
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Financial Transaction Specialist
4 weeks ago
Atlanta, Georgia, United States Creative Financial Staffing Full timeAbout the Accounts Receivable Specialist OpportunityWe are seeking a skilled and motivated Accounts Receivable Specialist to join our client's dynamic team in the suburbs of Atlanta, GA.As an Accounts Receivable Specialist, you will play a crucial role in managing and maintaining our financial transactions. Your expertise in handling accounts receivable...
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Financial Transaction Specialist
4 weeks ago
Atlanta, Georgia, United States Creative Financial Staffing Full timeAccounts Receivable Specialist OpportunityWe are seeking a skilled and motivated Accounts Receivable Specialist to join our client's dynamic team in the Atlanta, GA area.About the Company and the Accounts Receivable Specialist Opportunity:Competitive compensation and benefits packageInclusive work culture valuing your contributionsPossibility of becoming...
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Financial Planning Specialist
2 days ago
Atlanta, Georgia, United States Nasdaq Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning and Analysis (FP&A) professional to join our Analytics Finance team at Nasdaq. As a key member of the team, you will be responsible for providing financial guidance and support to senior business stakeholders, as well as collaborating with other teams across the organization.Key...
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Financial Planning Specialist
3 weeks ago
Atlanta, Georgia, United States gpac Full timeJob Title: Financial AdvisorWe are seeking a dedicated and experienced Financial Advisor to join our team at GPAC, an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.Responsibilities:Provide comprehensive financial planning and investment advice to clients.Develop and...
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Financial Planning Specialist
19 hours ago
Atlanta, Georgia, United States State of Georiga Full timeFinancial Analyst 2 Job DescriptionWe are seeking a highly skilled Financial Analyst 2 to join our team at the State of Georgia. As a key member of our financial team, you will be responsible for analyzing financial data, identifying trends, and providing insights to inform business decisions.Key Responsibilities:Develop and maintain financial models and...
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Financial Planning Specialist
4 weeks ago
Atlanta, Georgia, United States Emory Healthcare Full timeAbout Emory HealthcareWe are a leading healthcare organization that values our employees and provides a supportive environment for growth and development.Job SummaryWe are seeking a highly skilled Financial Analyst II to join our team. The successful candidate will be responsible for analyzing financial data, developing financial models, and providing...
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Financial Planning and Analysis Specialist
3 weeks ago
Atlanta, Georgia, United States DHD Consulting Full timeFinancial Planning and AnalystWe are seeking a highly skilled Financial Planning and Analyst to join our team at DHD Consulting. As a key member of our financial team, you will be responsible for developing and implementing financial plans and models to drive business growth and profitability.Key Responsibilities:Develop and maintain financial models and...
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Financial Transaction Manager
2 weeks ago
Atlanta, Georgia, United States Creative Financial Staffing Full timeAccounts Receivable Specialist OpportunityWe are seeking a skilled and motivated Accounts Receivable Specialist to join our client's dynamic team in the Atlanta, GA area.As an Accounts Receivable Specialist, you will play a crucial role in managing and maintaining our financial transactions. Your expertise in handling accounts receivable processes will...
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Financial Transaction Manager
3 weeks ago
Atlanta, Georgia, United States Creative Financial Staffing Full timeAccounts Receivable Specialist OpportunityWe are seeking a skilled and motivated Accounts Receivable Specialist to join our client's dynamic team in the suburbs of Atlanta, GA.As an Accounts Receivable Specialist, you will play a crucial role in managing and maintaining our financial transactions. Your expertise in handling accounts receivable processes will...
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Financial Planning and Analysis Specialist
2 days ago
Atlanta, Georgia, United States ID Logistics Full timeFinancial Planning and Analysis RoleAt ID Logistics, we are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team. As a key member of our finance department, you will play a critical role in providing strategic financial input and guidance to our business leaders.Key Responsibilities:Support business unit leaders in...
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Financial Planning and Analysis Specialist
1 month ago
Atlanta, Georgia, United States City of Atlanta Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Analyst to join our team at the City of Atlanta. As a key member of our Office of Budget & Fiscal Policy, you will play a critical role in developing and implementing financial plans and strategies that drive the City's growth and development.Key ResponsibilitiesDevelop and...
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Senior Financial Auditor
20 hours ago
Atlanta, Georgia, United States Staff Financial Group Full timeJob OpportunityWe are seeking a highly skilled Audit Manager to join our team at Staff Financial Group.The successful candidate will be responsible for leading audit teams and providing expert guidance on financial services and compliance.Key Responsibilities:Develop and maintain strong relationships with client management to ensure effective communication...
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Financial Planning and Analysis Specialist
4 weeks ago
Atlanta, Georgia, United States Equifax Full timeJob SummaryWe are seeking a highly skilled Financial Analyst to join our USIS Data Marketing (DDM) division within the USIS business unit. As a key member of our team, you will be responsible for providing proactive and insightful financial planning and analysis to support our short and long-term strategic and financial objectives.Key ResponsibilitiesAssist...
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Financial Planning and Budgeting Specialist
3 weeks ago
Atlanta, Georgia, United States HCL Technologies Full timeJob DescriptionThe OneStream Design and Implementation Consultant will work closely with clients to design, configure, and implement OneStream solutions that align with their financial planning, budgeting, reporting, and consolidation needs.Key ResponsibilitiesLead discovery sessions to understand business requirementsTranslate business requirements into...
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Financial Planning Specialist
1 month ago
Atlanta, Georgia, United States GeorgiaGov Full timeAbout GeorgiaGovWe protect lives and promote healthy lifestyles in diverse communities statewide. Our mission is to prevent disease, injury, and disability; promote health and well-being; and prepare the State of Georgia for responding to disasters.What We OfferAs a member of our team, you will join a passionate group of individuals who are dedicated to...
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Financial Planning and Analysis Specialist
19 hours ago
Atlanta, Georgia, United States Cynet Systems Full timeJob Title: Financial AnalystCynet Systems is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will be responsible for analyzing financial data, preparing financial reports, and providing insights to support business decisions.Responsibilities:Perform financial analysis and prepare financial reports, including balance...