Financial Planning Specialist
Our client, an award winning wealth management and financial planning practice in Atlanta, is seeking a Financial Planning Specialist to join their team.
The Financial Planning Specialist will spend time building comprehensive financial plans, be the subject matter expert in the firm when it comes to tax planning and return reviews and be present in client meetings to discuss the overall plan. The Financial Planning Specialist will eventually lead the financial planning analysts/paraplanners in the firm. The candidate must have their CPA.
Key responsibilities but not limited to:
- Serve as the tax planning and income tax return expert in the practice.
- Help the practice will executing a seamless financial planning process. The Specialist should learn and stay up to date on planning knowledge across but not limited to the following areas:
- Cash Flow Planning
- Tax Planning
- Retirement Accumulation
- Retirement Distribution
- Estate Planning
- Investments
- Major Purchases
- Insurance
- Use information that was gathered by financial advisors during client meetings to help create customed and comprehensive financial plans. The planning specialist should become an expert in the planning software and other related tools.
- Be present in client meetings as the planning and tax expert
- Eventually lead the planning department by managing and developing the financial planning analysts (paraplanners)
- Work with advisors and other team members to update plans for annual reviews
- Maintain client confidence and trust through a high attention to detail work
- Drive research and make recommendations for complex planning cases and unique scenarios
Requirements:
- Bachelor’s Degree
- 3+ years of financial services experience
- CPA
- Willingness to Obtain CFP designation, investment licenses and insurance license
