Financial Planner (CFP Required)

at  Bill Good Marketing

FINANCIAL PLANNER (CFP REQUIRED)

Full-Time | In-Person / Not Remote
Atlanta, GA
Who We Are: At finoBlue, we specialize in helping clients navigate the complexities of financial planning during significant life transitions such as business sales, retirement, or inheritance. Our team collaborates closely to provide tailored solutions that align with our clients’ financial goals, focusing on estate planning, investment strategies, and wealth management. We pride ourselves on our professionalism, integrity, and commitment to fostering long-term relationships with our clients.
The Role: We are seeking an experienced Financial Planner with a Certified Financial Planner (CFP) designation. This is a non-producing role—you will not be asked to bring in new business or hold sales licenses. Instead, you will support the lead Private Wealth Advisor in creating, testing, and executing financial plans for our select group of high-net-worth families.
You will manage the financial planning process for both new and existing clients, maintain updated financial strategies, and work collaboratively with our close-knit team. Your work will directly contribute to improving efficiency within the firm and ensuring the highest level of service for our clients.
Please Note: If you can’t or don’t use technology in your daily life, this is really not a job where you will find success and happiness.

REQUIRED QUALIFICATIONS:

• Certified Financial Planner (CFP) designation is required.
• Minimum 5 years of experience in financial planning or wealth management.
• Excellent understanding of and proficiency in using technology. Understanding of financial planning software (MoneyGuide Pro, eMoney) is a plus, and you must know your way around MS Office.
• Strong understanding of investment strategy and portfolio management.
• Ability to work both collaboratively and independently within a focused, driven, and professional team.
• Exceptional client communication and follow-up skills.
• High levels of organization, attention to detail, and the ability to manage multiple client needs.

• Create and update comprehensive financial plans using MoneyGuide Pro (no experience required with this software, we will train you).
• Collaborate with the lead advisor on portfolio strategy and execution.
• Meet with clients to gather data, review financial strategies, and provide ongoing plan updates.
• Ensure client follow-up and communication are consistent and professional.
• Work cross-functionally with other team members to develop cohesive financial planning strategies.
• Provide support for exit planning, retirement, and inheritance scenarios for clients with $2.5 million or more in assets.
  Our Culture: finoBlue is a very professional, yet casual firm. We value honesty, team cohesion, and a commitment to delivering exceptional service to our clients. While we maintain a professional image with clients, we believe in fostering a relaxed, supportive, and apolitical work environment. Our team enjoys working hard while also having fun—laughing and cutting up from time to time is part of our daily routine.