Financial Planning Associate

Job Description

Job Title : Financial Planning Associate

Location : On-site in Suwanee (30024), off GA-141

Schedule : Full-Time

Our client is a well-established, Christ-Centered Financial Planning Firm that has been around for 35 years. Innovative Outsourcing is excited to partner with our client to find a full-time Financial Planning Associate.

Position Overview

This role supports the firm's lead advisors in managing new and existing client relationships. Responsibilities include assisting with portfolio reviews, preparing financial projections using RightCapital, Holistiplan, and our Gap Analysis tools, and contributing to ongoing client projects.

Strong computer skills and the ability to learn new software quickly are essential. A working knowledge of portfolio allocation and investment management is required. While lead advisors will provide guidance and mentorship, you must be able to think critically, work independently, and proactively anticipate firm and client needs.

Responsibilities

Provide support to lead Advisor which includes but is not limited to :

• Prepare for client meetings
• Run illustrations and prepare action plans
• Problem solving for open client tasks
• Relay information between advisors and clients
• Respond to client calls and needs when a lead advisor is not available
• Calculate and help execute trades once trained to do so
• Communicate with clients' other advisors (i.e., lawyers, CPAs, etc.) to help bring clarity to client issues
• Assist lead advisors in preparation for client meetings (review / estate / tax)
• Assist lead advisors during meetings by taking notes and actively listening, then completing next steps / meeting summaries

Candidate Requirements

Compensation

Benefits

Will reimburse for CFP & Series 7 exam and classes upon successful completion.