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
*************************************************************************************************************************************
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