What are the responsibilities and job description for the Senior Financial Planner position at Wealth With No Regrets?
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
Salary : $95,000 - $150,000