Current Job Openings

Position: Financial Planner / Investment Advisor, Independent Fee-Based Financial Planning and Advisory Firm – Albany Office

Our Firm is based in Athens, Georgia with a satellite office in Albany, Georgia. This position will be based in Albany primarily servicing institutional clients on location. We are in the process of creating a new Atlanta office.

Anticipated Start Date: Summer 2019

Desired Experience: 2-8 Years of experience in Financial/Retirement Planning

Salary: Commensurate with experience

Job Description:

Role of Financial Planner/Advisor

  • Meet with retirement plan participants and provide financial counsel & guidance
  • Develop comprehensive financial plans for individual clients and retirement plan participants
  • Support employer sponsored retirement plans
  • Develop long-term clients through a fee-based model
  • Manage relationships with human resources and financial executives for retirement plans
  • Potential areas of focus can be developed related to planning, advisor opportunities, retirement plan consulting or compliance

The Ideal Candidate

  • Ability to communicate with individuals across a broad spectrum of income and wealth levels
  • Professional designations preferred (CFP, CPA, CFA, Series 65 etc.) & we will support if not already obtained
  • Strong interpersonal and communication skills
  • Desire to learn (advanced financial planning topics, retirement plan administration)
  • Passion for financial planning, positive humble attitude, initiative, and coachability
  • Ability to teach and educate clients
  • Understand value of building long-term relationships
  • 2-8 Years of experience desired in Financial/Retirement Planning
  • Academic approach to investing (Mostly Index-Fund Based)
  • Bachelor’s degree required

Email your resume and cover letter to