Financial Planner, CPA

Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Wealth With No Regrets in Alpharetta, GA is seeking to add Financial Planner with a CPA designation to our team!

Wealth With No Regrets® is an independent investment management ?rm that provides ?nancial and retirement planning, wealth management, tax strategies, protection and legacy planning, and ?duciary services to high- net-worth business owners, executives, professionals and independent women who have accumulated $1 million or more in savings. We are a Registered Investment Advisor (RIA) overseeing more than $275 million in assets.

Skills and experience needed:

• Bachelor’s degree in an area such as Finance, Accounting, Business, Economics, or a related ?eld.

• CPA Required

• 1+ year of relevant experience in a ?nancial services environment minimum, required.

• CFP highly preferred

• Pro?ciency in Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook) Excel and expertise in creating formulas and building spreadsheets is very important.

• Have an internal drive to take initiative and ?nd solutions.

• Have a desire and ability to learn and grow in ?nancial planning, with an emphasis on tax solutions and strategies

• Attention to detail and accuracy of data entry and planning and presented

materials.

• Possess written language skills with very few grammatical mistakes.

• Have strong verbal communication and a comfortable level communicating with individuals at all levels of the organization.

• Ability to manage multiple concurrent objectives, projects, or activities, making effective judgments as to prioritizing and time management.

• Proven analytical and problem-solving skills for thinking through a planning situation for the opportunities, dangers, and relationship between taxes, inveI sting and distributions.

• Demonstrated ability to take direction, work collaboratively within a team structure and with advisors.

Ideally, you’d have:

• Exposure or experience in Wealthy & Wise or eMoney or similar ?nancial planning software.

• Exposure or experience in Redtail CRM system.

• Exposure or experience in Tax estimating software such as Holistiplan.

Duties and Responsibilities include:

Information Gathering and Analysis:

• Interpret client ?nancial statements to pull from them the relevant information needed for evaluating current issues and opportunities.

• Build a spreadsheet of all the ?nancial holdings so they can be evaluated for risk, allocation and more.

• Calculate fees, costs, and expenses of investments in current plan.

• Enter relevant client data into the ?nancial planning software and evaluate and compare scenarios.

• Assess current tax liabilities of current investment and retirement holdings.

• Build client friendly income charts and retirement cash ?ows.

• Input investment performance and ?nancial product results into ?nancial plan models.

• Create a comparison of investment asset performance.

• Review analysis, documents, and reports with advisory team, with an emphasis on tax strategies and opportunities.

Plan Design:

• Contribute to planning sessions by presenting advisory team the ?ndings, reports, analysis, and drafts of plans for discussion and re?nement.

• Finalize ?nancial plans in the planning software under the guidance of an Advisor

• Ensure analysis and plan presentation materials have appropriate disclosures and meet compliance rules.

• Ensure accuracy of data and language within planning documents by utilizing internal checklists and templates when applicable.

• Assemble needed supporting materials of ?nancial products and investments are being utilized for the presentation to prospects and clients.

• Presentation Materials:

• Ensure excellence, timeliness, accuracy, consistency, and relevance of planning and analysis materials to be presented to prospects and clients.

• Knowledge of Planning Strategies & Techniques:

• Develop and grow ?nancial planning knowledge base by attending internal training sessions, reading industry publications and trainings as well as acquiring planning certi?cations.

Compliance:

• Remain in compliance with the ?rm's policies and procedures as required by the Securities and Exchange Commission and other regulatory authorities, which include things like making sure no misleading statements or materials are presented.

Salary:

• $120,000 - $150,000

Benefits:

• Increases: Increase pay and in?ation adjustments annually is possible

• Paid Time Off (PTO): 10 Days per calendar year

• Holidays: Regular full-time employees are entitled to 10 paid holidays each year with extended time around Thanksgiving and Christmas

• Health Bene?ts: Health plan is available

• Retirement: 3% contribution to 401k

• Fringe Bene?ts: Lunch catered out each day at the office

Hours:

• Monday-Friday, 9am-5pm (in office)

Presented by Advisor Employee Services Thank you for your interest in the Certified Financial Planner role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!