Financial Planning Associate

4 weeks ago


Peachtree Corners, United States Claire Myers Consulting Full time

Compensation: $95K-$115K plus bonus and benefits


Our client is a highly skilled professional boutique community of wealth advisors and support staff who serve the upper echelon of business leaders around the country. Their environment is one of strong integrity and character, with a focus on developing deep personal relationships, both internally and with valued clientele.


With an emphasis on personal growth, challenge, responsibility and accountability, the team strives to allow everyone to grow personally and professionally to provide exceptional service and attention to clients. Developing an atmosphere of trust, accountability and service is woven throughout the culture as they seek to provide timely wisdom, holistic guidance and solution-based planning.


They are a fast-paced, hard-charging team, so applicants need to be personally responsible for prioritizing their daily responsibilities, producing at a high level, being highly motivated, and, most importantly, being teachable with a gracious attitude toward correction.


General Description


The Financial Planner or Associate Planner will understand the clients’ situations and craft personalized plans, tailored to each client’s unique circumstances. They work with the team to provide and vet innovative solutions and ideas. The Financial Planner is a leader in our client engagement process. They will ensure that the client experience is seamless and consistent.


Duties and Responsibilities


  • Prepare financial plans and recommendations for prospective and existing clients
  • Capture holistic snapshots for our clients’ finances
  • Identify areas for improving clients financial standing (i.e., tax efficiency, Monte Carlo improvement, asset location and asset allocation enhancements, estate planning modifications, etc.)
  • Identify and build repeatable processes for scale
  • Integrate investments and insurance holistically within each plan
  • Participate in client meetings for financial plan design, presentation and implementation
  • Monitor industry trends and legislation impacting the financial planning industry
  • Ensure compliance requirements are implemented and followed


Qualifications


  • Bachelor’s Degree
  • 5+ years financial services experience
  • Series 7 required
  • CFP designation or ability to study and sit for the CFP exam
  • Must understand financials and know how to read a balance sheet well
  • Ability to think strategically and execute methodically through the entire client relationship
  • Willingness to roll up your sleeves and do whatever is necessary; general manager/owner mentality
  • Ability to analyze data, diagnose client needs and provide recommendations for a relevant solution
  • Exceptional problem-solving skills with the ability to work in a fast-paced and rapidly changing environment. Comfortable working through ambiguous situations.
  • Excellent spoken and written communication skills with a keen ability to present complex ideas in a clear, compelling and concise fashion.
  • Willingness to work outside position parameters and think creatively to provide the highest level of client service.
  • A self-starting team player with a passion for putting the client first.
  • A tenacious problem solver that tackles any task with conviction and energy.


Compensation


  • $95K-$115K plus bonus and benefits


  • Peachtree Corners, United States Claire Myers Consulting Full time

    Compensation: $95K-$115K plus bonus and benefits Our client is a highly skilled professional boutique community of wealth advisors and support staff who serve the upper echelon of business leaders around the country. Their environment is one of strong integrity and character, with a focus on developing deep personal relationships, both internally and with...


  • Peachtree Corners, United States Claire Myers Consulting Full time

    Compensation: $95K-$115K plus bonus and benefits Our client is a highly skilled professional boutique community of wealth advisors and support staff who serve the upper echelon of business leaders around the country. Their environment is one of strong integrity and character, with a focus on developing deep personal relationships, both internally and with...


  • Peachtree Corners, United States Claire Myers Consulting Full time

    Compensation: $95K-$115K plus bonus and benefits Our client is a highly skilled professional boutique community of wealth advisors and support staff who serve the upper echelon of business leaders around the country. Their environment is one of strong integrity and character, with a focus on developing deep personal relationships, both internally and with...


  • Peachtree Corners, United States Claire Myers Consulting Full time

    Compensation: $95K-$115K plus bonus and benefitsOur client is a highly skilled professional boutique community of wealth advisors and support staff who serve the upper echelon of business leaders around the country. Their environment is one of strong integrity and character, with a focus on developing deep personal relationships, both internally and with...


  • Peachtree Corners, United States Claire Myers Consulting Full time

    Compensation: $95K-$115K plus bonus and benefitsOur client is a highly skilled professional boutique community of wealth advisors and support staff who serve the upper echelon of business leaders around the country. Their environment is one of strong integrity and character, with a focus on developing deep personal relationships, both internally and with...


  • Peachtree Corners, United States Claire Myers Consulting Full time

    Compensation: $95K-$115K plus bonus and benefitsOur client is a highly skilled professional boutique community of wealth advisors and support staff who serve the upper echelon of business leaders around the country. Their environment is one of strong integrity and character, with a focus on developing deep personal relationships, both internally and with...


  • Peachtree Corners, United States OLE' Mexican Foods Full time

    At Ole, our mission is to produce the finest Authentic Mexican inspired products with an unwavering commitment to quality and freshness. We believe that holding a seat at your dinner table is the ultimate compliment, and we strive to help families create wholesome, fun, and authentic eating experiences. About the Role The Senior Financial Analyst position...


  • Peachtree Corners, United States OLE' Mexican Foods Full time

    At Ole, our mission is to produce the finest Authentic Mexican inspired products with an unwavering commitment to quality and freshness. We believe that holding a seat at your dinner table is the ultimate compliment, and we strive to help families create wholesome, fun, and authentic eating experiences. About the Role The Senior Financial Analyst position...

  • Assistant Controller

    3 weeks ago


    Peachtree Corners, United States Staff Financial Group Full time

    Assistant Controller - Norcross, GA Immediate HYBRID opportunity for a Finance Manager in Peachtree Corners, up to $125K + 10% bonus, benefits and perks. REQUIREMENTS: 5+ years of exp - financial planning, budgeting, reporting, and forecasting Models and reports in Excel Bachelor's Degree in related field RESPONSIBILITIES: Present weekly financial data vs...

  • Analyst, Financial II

    3 weeks ago


    Peachtree Corners, United States Hire Talent Full time

    Job Title: Analyst, Financial II Job Location: Norcross, GA Job Duration: 12 Months Job Description: Job Duties and Responsibilities: Provide month end support under tight deadlines as well as year-end accounting closing activities. Backup accounts receivable, accounts payable, and invoicing functions. Ensures financial statements are...

  • Analyst, Financial II

    2 weeks ago


    Peachtree Corners, United States Hire Talent Full time

    Job Title: Analyst, Financial II Job Location: Norcross, GA Job Duration: 12 Months Job Description: Job Duties and Responsibilities: Provide month end support under tight deadlines as well as year-end accounting closing activities. Backup accounts receivable, accounts payable, and invoicing functions. Ensures financial statements are...


  • Peachtree Corners, United States Herschend Family Entertainment Full time

    For seven decades, Herschend Enterprises, a family of companies focused on family entertainment has operated with the purpose to bring families closer together by Creating Memories Worth Repeating®, and today is considered the largest family-owned themed attractions corporation. More than 12,000 employees work daily to create wholesome, immersive...


  • Peachtree Corners, United States Herschend Family Entertainment Full time

    For seven decades, Herschend Enterprises, a family of companies focused on family entertainment has operated with the purpose to bring families closer together by Creating Memories Worth Repeating®, and today is considered the largest family-owned themed attractions corporation. More than 12,000 employees work daily to create wholesome, immersive...

  • Corporate Controller

    1 month ago


    Peachtree Corners, United States Creative Financial Staffing Full time

    Rapidly growing through acquisition, a leading reseller in its industry is seeking to add a Corporate Controller to their A&F team. Reporting to the CFO, the Controller will be responsible for overseeing the accounting team and managing critical financial and accounting functions to ensure the accuracy and integrity of the company's financial reporting. The...


  • Peachtree Corners, United States Creative Financial Staffing Full time

    Rapidly growing through acquisition, a leading reseller in its industry is seeking to add a Corporate Controller to their A&F team. Reporting to the CFO, the Controller will be responsible for overseeing the accounting team and managing critical financial and accounting functions to ensure the accuracy and integrity of the company's financial reporting. The...


  • Peachtree Corners, United States Resolution Technologies Full time

    ERP Financials Microsoft Dynamics 365 Functional SME The candidate we are looking for should have a background in Finance and Accounting This candidate should be able to leverage their knowledge while executing in the role of an ERP Financials D365 SME. ERP Financials Microsoft Dynamics 365 Functional SME Ensure a comprehensive communication plan is...

  • Financial Analyst

    2 weeks ago


    Peachtree Corners, United States IBEX IT Business Experts Full time

    Title Financial Analyst - Fort Knox, KY EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. About...

  • Financial Analyst

    2 weeks ago


    Peachtree Corners, United States IBEX IT Business Experts Full time

    Title Financial Analyst - Fort Knox, KY EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. About...


  • Peachtree Corners, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and...

  • Marketing Associate

    3 weeks ago


    Peachtree Corners, United States The Presidio Group Full time

    Organization The Presidio Group is the longest standing and largest investment bank entirely focused on the US auto retail sector and the companies that service the channel. The professionals at Presidio have closed nearly 275 transactions totaling ~$18.5B, all in the US auto retail sector. Presidio is the clear leader in this sector and wants to grow...