Senior Financial Planner

Wealth With No Regrets® 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 — 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’s work matters, each team member’s contributions are valued and appreciated, and together we make a difference for our clients.

Qualifications

• Bachelors Degree in Finance, Accounting, Tax, Business, Economics, or related
• 5+ years in Financial Planning
• Preferred PFS designation or PFS (Company will assist with PFS)
• Proficiency in Excel & Planning software's inputs and outputs calculations
• Ability to problem-solve around planning strategist and tax, cash-flow, and investing
• Proven quality of work with strong accuracy and communication skills

Nice to Have

• CFP – Certified Financial Planner
• CPA - Certified Public Accountant
• Series 65/63/Industry licensure

Day to Day

• Analyzing current plans for prospective clients
• Preparing plans for new clients
• Demonstrating the value of financial planning strategies
• Calculating the value of tax-savvy solutions
• Preparing presentation materials for Financial Advisors to communicate planning strategies
• Interpret and review client financial statements to pull the relevant information needed for evaluating current issues and opportunities
• Organize information, build personal financial statements, and cash flow models
• Build scenarios in financial planning software to evaluate, compare, and present planning techniques
• Be able to follow direction and processes for gathering and analyzing data
• Be comfortable around analyzing investment holdings and performance evaluation
• Follow a process for putting together a presentable plan design for various solutions that also shows the benefits of planning strategies
• Assemble needed supporting materials of financial products, investments, and strategies to confirm the validity of the strategies
• Desire to do work of excellence, meet deadlines, produce accurate work, and consistently deliver relevant material

Pay: $95,000.00 - $150,000.00 per year

Benefits:

• Relocation assistance

Application Question(s):

• Why are you looking to join Wealth With No Regrets?
• Do you already have/are you willing to obtain your PFS designation?

License/Certification:

• CPA or CFP (Preferred)

Ability to Commute:

• Alpharetta, GA 30004 (Required)

Work Location: In person