Associate Financial Planner

The Associate Financial Planner is a key member of our planning team and plays an essential role in delivering financial peace of mind to our clients through detail-oriented, responsive, and care-centered service. Responsibilities Our planning teams work directly with individuals, families, and businesses to design, deliver, and implement comprehensive financial plans. Specifically, this position will be responsible for: Co-managing client relationships and financial plan development.Preparing meeting materials, delivering recommendations, and communicating with clients regarding meetings and follow-up items.Assisting with client onboarding, account applications and openings, and other operational tasks.Organizing, prioritizing, and tracking action items for planning teams.Proactively responding to client inquiries and service requests.Conducting analysis for client-specific situations (e.g., mortgage refinance, insurance quotes, employee benefits review, stock option plans, etc.). This position is based on-site at either our Atlanta office in Glenwood Park or our Athens office. When applying, please mention which location you are applying for. Applications will be reviewed on an ongoing basis until the position is filled. Posting Date: 09/09/2026Interview Window: 10/12/2026 – 11/13/2026Start Date: We have positions starting in January 2027 and May/June of 2027, please indicate which start time you prefer.Bachelor’s degree in financial planning or closely related field.Completionof the CFP® education requirement to sit for the CFP® exam.CFP® designation or plans to earn CFP® designation in the near future.Accept the daily commitment to further our mission, pursue our vision, and enact and embrace our core values.Uncompromising dedication to our fiduciary oath and ethical standards that always put the client first.Conscientiousand detail-oriented work to improve our clients’ lives.Self-motivated with a positive attitude.Outstanding organizational skills.Unwavering desire to help others.Strong communication and interpersonal skills. Elwood & Goetz offers a comprehensive benefits package designed todeliver current benefits, personal and professional growth, and long-term advancement at our firm. Competitive salary that includes pay increases for graduate degrees, professional certifications and recognitions, and overall experience.Bonus program for teams and individuals.Comprehensive fringe benefits package including health, vision, dental, and long-term disability insurance (premiums for employees covered 100% by the firm).401(k) plan with employer match.Structured Training program to support your first years in the profession, help you build confidence and gain experience, and advance through promotions.Professional Development support for continuing education requirements, professional conference attendance, and certification achievement.Career Advancement support through a structured mentorship program with firm Partners and Managing Directors involving regular meetings in a supportive structure seeking your success.Long-term Opportunities for partnership/ownership interests in the firm based on performance, advancement, and firm growth.Generous combination of Paid time off, Holidays, Birthday, Flex time, Maternity/Paternity leave, and Sick leave.Sabbatical of 4 weeks available every 5 years.Charitable time off to allow you to volunteer at anon-profit of your choosing.