We are looking for a Financial Planner to join our firm!
Each of our planning teams is made up of two people: a Senior Financial Planner (SFP) and a Financial Planner (FP). Our planning teams work directly with clients to design, deliver, and implement client financial plans.
All levels of experience are welcome and encouraged to apply for this position. Applicants should expect at least a 1-year training period to learn our company-specific policies + procedures and for quality-control purposes. Experienced Financial Planners may move into the SFP role after training is complete.
More specifically, FPs can expect to:
Co-manage client relationships and financial plan development
Prepare meeting materials, deliver recommendations, and communicate with clients regarding meeting follow-up items
Organize and track action items
Proactively respond to client inquiries and requests
Conduct analysis on client specific situations (e.g., mortgage refinance, employee benefits review, stock option plans, etc.)
Implement investment recommendations and monitor investment portfolios for rebalancing opportunities
We take pride in our welcoming and supportive firm culture. Some of our cultural norms include:
Passionate about helping others
Continuous pursuit of knowledge and sophistication
Unwavering belief in the value of teamwork
Hard-working with high expectations
Client-centric: clients should be treated as we would want our families treated
Manage client relationships in a proactive rather than reactive manner
Financial planning is an experience, not an event
It’s in the details
Conscientious and detail-oriented
Self-motivated with a positive attitude
Outstanding organizational skills
Unwavering desire to help others and act as a fiduciary
High level of personal integrity and discretion
Strong communication and interpersonal skills
Degree in personal financial planning or related field
Professional designation(s) held or being pursued
Additional Salary Information: Salary commensurate with education background, professional accomplishments, and overall field experience
Annual bonus dependent on personal and firm growth/performance
Benefits include: group health insurance, access to group disability insurance, paid-time off, flex time, maternity/paternity leave, continuing education allowance, 401(k) + profit sharing plan
About Elwood & Goetz Wealth Advisory Group
Elwood & Goetz is a growing, fee-only, independent financial planning, and investment management firm located in Athens, Georgia. As fiduciaries to our clients, we provide an innovative and progressive model for personalized financial planning and wealth management. Simply stated, our mission is to optimize the goal attainment and financial life plans of our clients.