Financial Planner in Georgia

Rockstar is recruiting for an independent investment management firm that provides high-level financial and retirement planning, wealth management, tax strategies, protection, and legacy planning to high-net-worth individuals. Our client is a Registered Investment Advisor (RIA) managing over $275 million in assets, catering to business owners, executives, professionals, and independent women with over $1 million in savings. They bring expertise in fiduciary services, helping clients achieve lasting financial well-being.

Summary
The Financial Planner, CPA will play a strategic role in the core planning work—tax, investment, income, and legacy—for each client of the firm. This role requires someone to:

• Think through various financial planning and tax strategies and techniques
• Collaborate with the team to identify integrated planning strategies with tax opportunities
• Pay close attention to detail
...

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...

Rockstar is recruiting for a boutique wealth management group based in Alpharetta. The firm has been helping clients for almost two decades using their proprietary planning process. The founders of the firm have been covered extensively in both local & national media & they are now looking to grow their Alpharetta-based team.

The firm is seeking a skilled Financial Planner to join their team. This independent investment management firm provides comprehensive financial services to high-net-worth individuals with $1 million or more in savings. The Financial Planner will play a strategic role in the core planning work of the firm, analyzing and evaluating financial situations for prospects and creating scenarios and financial plans for clients.

Key Responsibilities:

• Analyze client financial statements and gather necessary information
• Build spreadsheets of financial holdings for risk and allocation evaluation
• Calculate fees,...