Financial Planner | Atlanta, Georgia

Reference Number: JM5993

Location: Atlanta, Georgia

Judson Group has been retained by a leading $1B + RIA in the search for a Financial Planner. The Associate Financial Planner will work on a client-centric team focusing on the planning needs of HNW individuals and families. The ideal candidate has significant experience working directly on complex client relationships.

Responsibilities:
• Responsible for various client needs including estate plan flow charting, retirement income needs analysis, numerical estate plan examples, and monitoring wealth transfer vehicles.
• Responsible for ad hoc special projects for clients and across the firm.
• Work with clients to ensure action items are thoroughly executed and documented.
• Review quarterly client asset reports and work with client’s financial partners to ensure investment needs and goals are met.
• Prepare and present client meeting agendas/exhibits for client meetings several times per year.

Requirements:
• 3-6 years of financial planning experience.
• Bachelor’s degree and CFP required; CPA, MBA highly preferred.
• Strong attention to detail, poised, organized, and keen sense of urgency.
• Exceptional communication and presentation skills.
• Strong Excel skills and experience with Microsoft Office products.

Compensation: Commensurate with experience

Location: Atlanta, Georgia

Reference Number: JM5993

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