CAREER OPPORTUNITY

Associate Financial Planner

Athens, Georgia

About Elwood & Goetz

Elwood & Goetz is a fast-growing, fee-only, independent financial planning firm with offices in Athens, Atlanta, and Charleston. As fiduciaries to our clients, we provide comprehensive, personalized, and objective financial planning services for individuals, households, and businesses. Recognized as having one of the most experienced and educated advisory teams in the country, we serve more than 400 families in over 35 states and have earned an annual client retention rate above 99%.

Elwood & Goetz is a Registered Investment Adviser with the U.S. Securities and Exchange Commission and an equal opportunity employer.

Firm Culture

We take pride in our welcoming, supportive, and celebratory firm culture. Our cultural values include:

  • Passionate about helping others.
  • Continuous pursuit of knowledge and sophistication.
  • Unwavering belief in the value of teamwork.
  • Client-first approach.
  • Proactive relationship-building.
  • Building and advancing our team, our clients, and our communities.
  • The belief that financial planning is — first and foremost — a helping profession.

Position Description

The Associate Financial Planner position is a key member of our planning team and essential to helping us maintain our renowned detail-oriented, responsive client service.

Our planning teams work directly with households 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 meeting follow-up items.
  • Organizing, prioritizing, and tracking action items.
  • Proactively responding to client inquiries and requests.
  • Conducting analysis for client-specific situations (e.g., mortgage refinance, employee benefits review, stock option plans, etc.).

This position includes an initial training period and responsibilities designed to introduce them to the unique processes of our firm. These responsibilities may include:

  • Operational tasks, such as money movements and custodian service requests.
  • Gathering information for a client, such as mortgage and insurance quotes.

This position is based in our Athens, Georgia, office.

Candidate Qualifications

  • Bachelor’s degree in financial planning required (December 2021 graduates will also be considered).
  • CFP® designation or plans to earn CFP® designation in the near future required.
  • Conscientious and detail oriented.
  • Self-motivated with a positive attitude.
  • Outstanding organizational skills.
  • Unwavering desire to help others.
  • Uncompromising commitment to our fiduciary oath and ethical standards.
  • High level of personal integrity and discretion.
  • Strong communication and interpersonal skills.

Compensation & Benefits

  • Competitive salary commensurate with education background, professional accomplishments, and overall experience.
  • Annual bonus dependent on personal performance and firm growth.
  • Benefits include group health insurance, group disability insurance, paid time off, flex time, early weekend kickoff (4pm closing time on Friday), paid parental leave, continuing education allowance, and employer-sponsored 401(k) plan with employer match.

For consideration, please email your resume + cover letter to: info@elwoodgoetz.com