Financial Planner Salary at Nicholas Hoffman And Co BETA

Pay - $80,000 - $140,000 per year with partnership opportunity Job Type - Full-time, Salaried Position (no sales required) Experience - 5+ years experience, CFP or similar, Series 65 or 66, a book of business is a plus Schedule - Monday to Friday, on site, in office Work location - Cumming/Alpharetta Benefits: Paid time off and vacation Health, Dental, Vision Insurance Available 401(k) with matching and profit sharing Partnership Opportunities Available ABOUT US: Financial Consultants Group, Inc. has been a Registered Investment Advisor since 1996 and provides comprehensive Financial Planning and Wealth Management services to families and individuals throughout the Greater Metro Atlanta. We are an independent full-service, fee-only financial planning and investment management firm. As a fee-only firm, our clients benefit from our fiduciary advice with no commission products allowing more flexibility and more competitive pricing than Broker/Dealer firms. Our mission is to provide value

Financial Planner The core purpose of the Financial Planner role is to provide in-depth and detailed planning to the firm's Financial Advisors and to assist in client acquisition, plan creation for clients, and demonstrate the value of our comprehensive planning strategies for income, investing, tax, protection, and legacy. Outcome: Delivering Financial Planning Excellence 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 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. Skills and experience needed: Experience in an area such as Finance, Accounting, Tax, Business, Economics, or a related field 2+ years of relevant financial plannin

**Local Atlanta Candidates Only** As a Northwestern Mutual Financial Representative (FR), you'll build lasting relationships with your clients and help them achieve their financial goals. You'll also help solidify your own future. This career offers flexibility at a company where hard work is valued and rewarded. Joining the Northwestern Mutual team gives you: Exclusive access to a variety of custom solutions and services—from life insurance, disability income insurance and education funding options to retirement planning, estate planning, and business planning. The chance to become an advisor for a company that has been helping clients achieve financial security for over 163 years—one with strength, values and a track record of diversity and inclusion. Qualifications we’re looking for: Bachelor’s degree (finance or business preferred but not required). Reside near or willing to commute to our Vinings location. Excellent communication and interpersonal skills. Strong personal financial

ABOUT US: Financial Consultants Group, Inc. has been a Registered Investment Advisor since 1996 and provides comprehensive Financial Planning and Wealth Management services to families and individuals throughout the Greater Metro Atlanta. We are an independent full-service, fee-only financial planning and investment management firm. As a fee-only firm, our clients benefit from our fiduciary advice with no commission products allowing more flexibility and more competitive pricing than Broker/Dealer firms. Our mission is to provide value to our client’s overall financial picture, and we work diligently to build a personal relationship with our clients to better understand their unique situation. Through a comprehensive team-based approach, we walk our clients through a simplified, yet detailed process to create a customized plan to help them reach their financial goals. We believe this approach adds a broader perspective and better long-term outcome for our clients. JOB DESCRIPTION: We a

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. The core purpose of the Financial Planner role is to provide in-depth and detailed planning to the firm's Financial Advisors and to assist in client acquisition, plan creation for clients, and demonstrate the value of our comprehensive planning strategies for income, investing, tax, protection, and legacy. Outcome: Delivering Financial Planning Excellence 1. Analyzing current plans for prospective clients 2. Preparing plans for new clients 3. Demonstrating the value of

Creative Planning is a top tier wealth management firm that provides investment management services and full comprehensive financial planning in house. Creative addresses all aspects of financial planning from estate planning, tax strategy and risk management to retirement, education and charitable planning – using all in-house specialists. The Financial Planner is responsible for the last five of six steps in the CFP Board’s Financial Planning Process. This individual interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients. We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly. JOB DUTIES Participates and conducts client meetings Prepares the Financial Plannin

The Perfect Fit: 2+ years of sales and business development experience. Not afraid to run a full desk. You have the ability to work independently and set your own goals. You're sick of being micromanaged and want more control over your day-to-day. The 2 Major Duties of this Position Client Satisfaction / Retention: You will be the day-to-day contact for our clients, responsible for relaying their feedback to our team of writers and editors. You will be responsible for identifying trending topics inside each client's industry and applying them to unique client needs. You will be required to create quarterly reports that illustrate the positive results as well as to provide feedback on anything that needs to be improved. Continual Campaign Enhancement: This is not a sales position, and you will not be required to upsell; however, you will be required to strengthen these campaigns with a deep understanding of each client's audience and goals. This may include adding additional services (v

Job Summary A Financial Advisor Manager at Advocacy Wealth Management is responsible for providing continuous fiduciary-level financial planning and investment services to our clients, while also overseeing a team of financial advisors. The Manager must understand the Advocacy Wealth, Forge Consulting, and Advocacy Trust planning process, services, systems, and procedures to leverage the expertise of the entire enterprise in the service of our clients. The Manager must have a working knowledge of financial products and services including portfolio investments, insurance and annuity planning, trust, and estate planning, and more. The person in this role must be able to work autonomously, manage a small book of clients including the more complex or challenging clients, and lead a team of advisors. This role requires a FINRA Series 65 license and a Life & Health Insurance license or the ability to obtain both within six months of the date of hire. Essential Functions Reasonable accommodat