Established Wealth Management and Registered Investment Advisory Firm located off of the Historic Marietta Square is seeking experienced candidates for the role of Financial Planning Associate.
The Financial Planning Associate will serve as second chair to the firm’s Founder and CEO. They will attend and participate in all client meetings and assist in appointment preparation and planning for upcoming cases.
This role will last 3-9 months. Once the Financial Planning Associate knows the firm’s way and has demonstrated knowledge necessary to serve clients, the Financial Planning Associate will be assigned relationships to oversee directly as a client’s first point of contact and their personal planner within the firm.
The firm’s team is tight-knit and no drama tolerated.
Salary and Bonus Structure
Company Retirement Plan with Match
Wisdom Wealth and Wellness Bonus
The firm is looking for “Super Stars!” Candidates must have a minimum of 2 years experience working for a financial planning or wealth management firm. Securities licenses of S7 and S66 (or S65 and S63) are preferred. A S65 or CFP is the minimum required license to apply.
***CFP’s or those with degrees in Personal Financial Planning are preferred.
Yeomans Consulting Group, Inc. is a comprehensive wealth management firm serving Metro Atlanta for over 30 years. We work with Small Business Owners, assisting them with succession planning and estate and tax planning. We assist Retirees in maintaining their standard of life in retirement and leaving a legacy for their family. We work with C-level Executives retiring within 5 years in defining the... next chapter in their life and preparing them for a new journey. Our process in working with our clients is called Dynamic Wealth Optimization. This process is the foundation of knowing who our clients are, what they value and how we can best serve them. Yeomans Consulting Group, Inc. is experiencing a very fast and high rate of growth. We are very blessed and grateful. We are looking to add CFP professionals that are looking for a career track and coaching. Candidates should have great attitudes and the highest ethics.