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Financial Planner

Reference Number: JM5747
Location: Atlanta, Georgia

The Judson Group has partnered with a highly regarded wealth management firm in the search for a Financial Planner. The Financial Planner will work alongside a Senior Advisor focusing on the planning needs of HNW clients. The ideal candidate has tax experience, as well as working directly on complex client relationships with an emphasis on tax planning.

Responsibilities:

• Responsible for various client needs including investments, estate planning, tax planning, debt restructuring, and business profit improvements.

• Preparation of income tax, cash flow, and education cost projections, retirement income needs analyses, net worth statements, estate distribution plans, and risk management (i.e., insurance) reviews 

• Work with Senior Advisor and clients to ensure action items are 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:

• 2+ years of financial planning, family office, tax, or accounting work with high net worth families.

• Bachelor’s degree; CPA highly preferred.

• Experience in the Big Four or CPA firms highly desired.

• 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

Ready to take the next step in your career?  Email your resume in MS Word format to solutions@judson-group.com. A search consultant will follow up with you to learn more about your skill set if your skills and experience are determined to be a fit for this opportunity.