Financial Planning Associate – Level 1

SignatureFD is a leading privately held financial design and advisory firm based in Atlanta, Georgia. With $9B+ in assets for over 1,800 client families, we serve high-net-worth individuals, families, and related entities. We believe that people are motivated to have a bigger impact with their wealth. We help clients simplify their financial lives, make better decisions, and bring focus to help maximize their time, money, relationships and ultimately, their impact.

Mission of the role:

The mission of a Financial Planning Associate is to manage the holistic planning process for assigned client relationships with minimal to moderate oversight from advisors.

Reports to:

This role reports to the Pod Lead.

Primary Function

As a Financial Planning Associate, your responsibilities will include, but not be limited to:

  • Assists team and Advisors with the preparation of wealth blueprints—net worth statements, cash flow plans, estate summaries, insurance reviews, retirement analyses, and tax planning.
  • Effectively captures, manages, and facilitates the completion of planning work as well as client needs from other hubs.
  • Provides client-level support to help Advisors.
  • Understands and applies context to client situations and works with advisors to develop individualized recommendations for clients.
  • Assists and engages clients with eMoney.
  • Actively participates and contributes to Planning Team projects (internal and external).

Qualifications

  • Four-year college degree from a financial planning program preferred.
  • Completed CFP® coursework or working towards CPA certification preferred.
  • Strong communication and interpersonal skills.
  • Technical capabilities to develop and deliver a basic financial plan to clients.
  • Proficient in planning concepts.
  • Comfortable coordinating with various teams within the firm to meet client needs.
  • Adequate technical capabilities to develop a basic written financial plan.
  • Proficient in the Microsoft Office suite (Excel, Word, Outlook).
  • Experience with industry-specific software is a plus (e.g., eMoney, Orion, Salesforce).

Please submit resumes to jessica.soto@signaturefd.com.