Broker Check
Childs Company - Financial Planning Associate

Childs Company - Financial Planning Associate

January 17, 2024

Friends,

We are excited to announce that our firm is looking to hire a Financial Planning Associate. Our mission is to provide exceptional service to all our clients. Adding an associate will expand our opportunities to serve everyone at the highest level. 

If you know of someone in your sphere of influence that fits the outline below, please let us know or put them in contact with us. 

Thank you for your support as we continue to grow and serve. 

 Matt and Andrew


Contact:

Andrew Henry

ahenry@childscompany.com



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Childs Company - Financial Planning Associate ($60-80K Total Compensation)

Childs Company, a comprehensive private wealth management firm located in Peachtree Corners, GA, is looking for a Financial Planning Associate (FPA). Childs Company focuses on helping an exclusive group of business owners and successful families to multiply, manage and enjoy wealth. The FPA will assist the firm with all aspects of financial planning and serving our clients. The FPA will need excellent customer service skills as they will have daily interactions with firm clients.

Primary Responsibilities

  • Financial Planning

    • Develop and implement comprehensive financial plans

    • Continually expand and modernize our financial planning process by leveraging technology and best practices

    • Develop expertise in all areas of financial planning

  • Client Experience

    • Identify and implement opportunities to enhance client experience

    • Assist advisors in the management of client relationships 

  • Client Service

    • Prepare client meeting agenda and documentation

    • Help team to ensure our clients have world-class onboarding experience

    • Support cash management process including wires, RMDs, etc.

    • Other operational duties as assigned by the team 

Skills/Attributes Desired: 

  • Desire to join a wealth management business and aspires to become an expert in financial planning and investment management

  • Generates innovative ideas and possesses the ability to plan and execute them

  • Willingness to learn the business from the ground up

  • Desire to assist in all areas of the firm and help formulate growth solutions

  • Knowledge of the qualified plan business 

Qualifications

  • Bachelor’s degree in business (focus in financial planning a plus)

  • CFP or willingness to obtain

  • 1-2 years experience in wealth management, a plus


Contact:

Andrew Henry

ahenry@childscompany.com