Entry-Level Financial Planner – Kennesaw, GA

    Local financial services firm with offices in Kennesaw and at the Perimeter is seeking an entry level Financial Planner to work within the Planning & Implementation department. As a full-time professional, you’ll enjoy:

  • Challenging and interesting work;
  • Growth opportunities, and
  • A fulfilling, family-friendly and supportive atmosphere.

Our firm specializes in financial advisory services, business and personal tax, and consulting. We differentiate our services by offering advanced planning expertise and maintaining a consistent focus on the people and values that set us apart.

Job Duties:

  • Manage flow of work to Client Service Associate and Associate.
  • Review client cash flow projection information, gather additional information needed for cash flow projections and run cash flow projections.
  • Prepare cash flow letters for the Associate.
  • Process all checklists to establish and update client relationships, set and change billing, and terminate client relationships.
  • Answer and return calls for Associate.
  • Process trades as directed by Associate and/or prepare trades for review for the Associate.
  • Handle daily cash reviews for clients.
  • Begin to understand and prepare a full financial plan for clients.
  • Attend client meetings and begin building a relationship. The Financial Planner will take notes, update CRM, and complete the meeting follow-up action items.
  • Prepare the IPS – allocation, action items and financial planning summary.
  • Liquidity lists and liquidity monitoring.
  • Custodian alerts.
  • Submit research requests.
  • Research and answer basic financial planning questions from clients.

About

Leave a Reply

Your email address will not be published. Required fields are marked *

DON’T MISS OUT!
Subscribe To Newsletter
Be the first to get latest updates and exclusive content straight to your email inbox.
Stay Updated
Give it a try, you can unsubscribe anytime.
close-link