Top 232 Financial planner Jobs in Dunwoody Ga

Senior Financial Planner
Wealth With No Regrets —Alpharetta, GA
- $95,000 - $150,000 a year
- Full-time
- CPA
- Office
- Finance
- Relocation assistance
Quick Apply
1d
Entry Level – Wealth Management Associate
Equitable Advisors —Atlanta, GA
- Weekends as needed
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Team Sponsored Launch - North Point Financial Advisors
Thrivent —Johns Creek, GA
- $40,000 - $60,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Financial Advisor - Atlanta, GA
Thrivent —Atlanta, GA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Peachtree Corners / Roswell / Johns Creek / Alpharetta, GA
Thrivent —Alpharetta, GA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor/Wealth Manager - Atlanta
Georgia Financial Advisors —Atlanta, GA
- From $100,000 a year
- Weekends as needed
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Entrepreneurial Leadership Role – Fast Track to Management
New York Life Insurance Company, Alpharetta Office —Alpharetta, GA
- $81,318 - $120,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Health savings account
- Disability insurance
Quick Apply
Virtual Financial Advisor - Atlanta - Hybrid
Thrivent —Atlanta, GA
- $21.64 - $24.04 an hour
- Full-time
- Hybrid work
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - AI Trainer
DataAnnotation —Atlanta, GA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Wealth Management Advisor
TandemGrowth Financial Advisors, LLC —Alpharetta, GA
- From $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Financial Advisor
Principal Financial Network —Atlanta, GA
- $75,000 - $250,000 a year
- Full-time
- Mid-level
- In-person
- Health savings account
- Health insurance
Quick Apply
Financial Services Sales Representative – Insurance & Investments
Evan Profeta State Farm Insurance Agency —Cumming, GA
- $40,000 - $120,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- 401(k)
- Paid time off
Quick Apply
Trust Investment Manager
The MOHR Enterprises LLC —Atlanta, GA
- Up to $160,000 a year
- Finance
- Bachelor's degree
- Senior level
Quick Apply
Wealth Advisor
Everforth —Atlanta, GA
- $70,000 - $120,000 a year
- Full-time
- Finance
- Business development
- Bachelor's degree
Quick Apply
Financial Advisor
Sourced. —Atlanta, GA
- $61,742.05 - $74,356.02 a year
- Weekends as needed
- 7 years
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Associate Financial Advisor
NettWorth Financial Group —Cumming, GA
- $70,000 - $90,000 a year
- Weekends as needed
- Background check
- Microsoft Outlook
- Mid-level
Quick Apply
Financial Advisor
Edward Jones —Smyrna, GA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Licensed Retirement Plan Advisor
Payentry —Norcross, GA
- $75,000 - $85,000 a year
- Hybrid work
- Mid-level
- Business development
- 2 years
- Disability insurance
- Health insurance
Quick Apply
Wealth Management Trainee (GA)
Bankers Life —Woodstock, GA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (GA)
Bankers Life —Buford, GA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply

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financial planner jobs near dunwoody ga

Senior Financial Planner

Wealth With No Regrets
Alpharetta, GA

Quick Apply

Job Details

Full-time
$95,000 - $150,000 a year
1 day ago

Benefits

Relocation assistance

Qualifications

Financial planning software
Income tax planning
Bachelor's degree
Series 65
Business
Accounting
Series 63
Excel data analysis

Full Job Description

Wealth With No Regrets® is an independent registered investment advisory (RIA) firm headquartered in Alpharetta, GA, managing over $400 million in assets for high-net-worth individuals, couples, and families. We help financially successful clients Make the Right Decisions for the Right Reasons — so they can enjoy a more rewarding retirement and future.

We provide financial and retirement planning services that include wealth management, tax strategies, income solutions, 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.

The Wealth With No Regrets workplace is one where everyone’s work matters, each team member’s contributions are valued and appreciated, and together we make a difference for our clients.

Qualifications

Bachelors Degree in Finance, Accounting, Tax, Business, Economics, or related
5+ years in Financial Planning
Preferred PFS designation or PFS (Company will assist with PFS)
Proficiency in Excel & Planning software's inputs and outputs calculations
Ability to problem-solve around planning strategist and tax, cash-flow, and investing
Proven quality of work with strong accuracy and communication skills

Nice to Have

CFP – Certified Financial Planner
CPA - Certified Public Accountant
Series 65/63/Industry licensure

Day to Day

Analyzing current plans for prospective clients
Preparing plans for new clients
Demonstrating the value of financial planning strategies
Calculating the value of tax-savvy solutions
Preparing presentation materials for Financial Advisors to communicate planning strategies
Interpret and review client financial statements to pull the relevant information needed for evaluating current issues and opportunities
Organize information, build personal financial statements, and cash flow models
Build scenarios in financial planning software to evaluate, compare, and present planning techniques
Be able to follow direction and processes for gathering and analyzing data
Be comfortable around analyzing investment holdings and performance evaluation
Follow a process for putting together a presentable plan design for various solutions that also shows the benefits of planning strategies
Assemble needed supporting materials of financial products, investments, and strategies to confirm the validity of the strategies
Desire to do work of excellence, meet deadlines, produce accurate work, and consistently deliver relevant material

Pay: $95,000.00 - $150,000.00 per year

Benefits:

Relocation assistance

Application Question(s):

Why are you looking to join Wealth With No Regrets?
Do you already have/are you willing to obtain your PFS designation?

License/Certification:

CPA or CFP (Preferred)

Ability to Commute:

Alpharetta, GA 30004 (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial planner jobs in dunwoody ga

Senior Financial Planner

Entry Level – Wealth Management Associate

Team Sponsored Launch - North Point Financial Advisors

Financial Advisor - Atlanta, GA

Financial Advisor - Peachtree Corners / Roswell / Johns Creek / Alpharetta, GA

Financial Advisor/Wealth Manager - Atlanta

Entrepreneurial Leadership Role – Fast Track to Management

Virtual Financial Advisor - Atlanta - Hybrid

Financial Advisor - AI Trainer

Wealth Management Advisor

Financial Advisor

Financial Services Sales Representative – Insurance & Investments

Trust Investment Manager

Wealth Advisor

Financial Advisor

Associate Financial Advisor

Financial Advisor

Licensed Retirement Plan Advisor

Wealth Management Trainee (GA)

Wealth Management Trainee (GA)

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