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.
We take pride in our welcoming, supportive, and celebratory firm culture. Our cultural values include:
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:
This position includes an initial training period and responsibilities designed to introduce them to the unique processes of our firm. These responsibilities may include:
This position is based in our Athens, Georgia, office.
For consideration, please email your resume + cover letter to: firstname.lastname@example.org