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Wealth with no Regrets

Wealth With No Regrets&reg; is an independent registered investment advisory (RIA) firm headquartered in Alpharetta, GA, managing over $400 million in assets for high-net-worth individuals, couples, and families. We help financially successful clients Make the Right Decisions for the Right Reasons &mdash; so they can enjoy a more rewarding retirement and future.We provide financial and retirement planning services that include wealth management, tax strategies, income solutions, protection and legacy planning, and fiduciary services to high-net-worth business owners, executives, professionals, and independent women who have accumulated $1 million or more in savings.The Wealth With No Regrets workplace is one where everyone&rsquo;s work matters, each team member&rsquo;s contributions are valued and appreciated, and together we make a difference for our clients.Qualifications<ul><li>Bachelors Degree in Finance, Accounting, Tax, Business, Economics, or related</li><li>5+ years in Financial Planning</li><li>Preferred PFS designation or PFS (Company will assist with PFS)</li><li>Proficiency in Excel &amp; Planning software's inputs and outputs calculations</li><li>Ability to problem-solve around planning strategist and tax, cash-flow, and investing</li><li>Proven quality of work with strong accuracy and communication skills</li></ul>Nice to Have<ul><li>CFP &ndash; Certified Financial Planner</li><li>CPA - Certified Public Accountant</li><li>Series 65/63/Industry licensure</li></ul>Day to Day<ul><li>Analyzing current plans for prospective clients</li><li>Preparing plans for new clients</li><li>Demonstrating the value of financial planning strategies</li><li>Calculating the value of tax-savvy solutions</li><li>Preparing presentation materials for Financial Advisors to communicate planning strategies</li><li>Interpret and review client financial statements to pull the relevant information needed for evaluating current issues and opportunities</li><li>Organize information, build personal financial statements, and cash flow models</li><li>Build scenarios in financial planning software to evaluate, compare, and present planning techniques</li><li>Be able to follow direction and processes for gathering and analyzing data</li><li>Be comfortable around analyzing investment holdings and performance evaluation</li><li>Follow a process for putting together a presentable plan design for various solutions that also shows the benefits of planning strategies</li><li>Assemble needed supporting materials of financial products, investments, and strategies to confirm the validity of the strategies</li><li>Desire to do work of excellence, meet deadlines, produce accurate work, and consistently deliver relevant material</li></ul>Pay: $95,000.00 - $150,000.00 per yearBenefits:<ul><li>Relocation assistance</li></ul>Application Question(s):<ul><li>Why are you looking to join Wealth With No Regrets?</li><li>Do you already have/are you willing to obtain your PFS designation?</li></ul>License/Certification:<ul><li>CPA or CFP (Preferred)</li></ul>Ability to Commute:<ul><li>Alpharetta, GA 30004 (Required)</li></ul>Work Location: In person

Senior Financial Planner

Join Wealth with no Regrets and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Wealth with no Regrets

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Senior Financial Planner