Full-time
Posted on 08 January 25 by Christi Pichon
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Job Title: Financial Planning Associate
Location: On-site at the office location 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 is a professional position that will support the firm’s lead advisors directly in managing existing and new client relationships. You will be expected to assist in various projects including portfolio reviews and preparing financial projections using RightCapital financial planning software and Gap Analysis program. Computer and technology skills are essential with the ability to quickly learn new software. A working knowledge of portfolio allocation and investment management is expected. The lead advisors are available to provide mentoring and big picture direction, but you must have the ability to utilize critical thinking skills, work independently, and anticipate firm needs and client questions.
Responsibilities
Provide support to lead Advisors, which includes but is not limited to:Candidate Requirements
Compensation
Benefits
Will pay for someone to obtain their CFP or any other licensing necessary.