Corporate Planning Specialist

1 week ago


Alpharetta, United States Rockstar Full time
The Rockstar Investment Management Firm is seeking a skilled Financial Planner, CPA to join our team. As a key member of our advisory team, you will play a strategic role in the core planning work—tax, investment, income, and legacy—for each client of the firm. Your primary responsibilities will include developing integrated financial plans that incorporate tax strategies and opportunities, collaborating with the team to identify and implement effective planning techniques, and paying close attention to detail and ensuring accuracy in all planning documents.

A successful Financial Planner, CPA should possess a Bachelor's degree in Finance, Accounting, Business, Economics, or a related field, as well as a CPA designation. A minimum of 1+ year of relevant experience in a financial services environment is required, along with proficiency in Microsoft Office Suite, especially Excel. Strong analytical skills, initiative, and problem-solving skills are also essential. Additionally, the ability to take direction and work collaboratively within a team structure is crucial for success in this role.

We offer a competitive compensation package, including an estimated annual salary of $95,000-$125,000, depending on experience. The firm also provides paid time off (10 days per calendar year), holidays (10 paid holidays per year), and health plan benefits. A 3% 401k contribution is also included in the benefits package. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.

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