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:
One of our firm’s key differentiators is our detail-oriented, responsive client service. The operations specialist position is essential to maintaining our renowned level of quality client service. This position is suitable for someone who desires to work and develop on the operations side of a Registered Investment Advisory (RIA) firm. Specifically, this position will be responsible for:
Given the steady, quick growth of the firm, there is significant opportunity for candidates to develop a unique career path. Depending on professional interests, career trajectory may include higher level responsibilities involving Compliance Administration, Human Resources, and Accounting.
For consideration, please send us your resume and cover letter.