Financial Planner, CPA - RIA Firm - Alpharetta, GA

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 a Financial Planner with a CPA designation to our team!

Wealth With No Regrets is an independent investment management firm that provides financial and retirement planning, wealth management, tax strategies, 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. 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 field.
• 1+ year of relevant experience in a financial services environment minimum, required.
• CFP highly preferred.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook). Excel expertise in creating formulas and building spreadsheets is very important.
• Have an internal drive to take initiative and find solutions.
• Have a desire and ability to learn and grow in financial planning, with an emphasis on tax solutions and strategies.
• Attention to detail and accuracy of data entry and planning 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, investing, and distributions.
• Demonstrated ability to take direction, work collaboratively within a team structure, and with advisors.

Ideally, you'd have :

Duties and Responsibilities include :

Knowledge of Planning Strategies & Techniques :

Compliance :

Compensation and Benefits :

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. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

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