Elwood & Goetz is a fast-growing, fee-only, independent financial planning firm with offices in Athens, Atlanta, Charleston, and Naples. 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 500 families in over 35 states and have earned an annual client retention rate above 99%.
In 2022, Elwood & Goetz was named one of America’s Best Places to Work for Financial Advisers by InvestmentNews.
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 workplace values include:
At Elwood & Goetz, we work in an ensemble model, collaborating in teams to serve our clients. Unlike traditional wealth management firms, our clients aren’t assigned just one advisor. They’re assigned a team of advisors to help them navigate their financial life.
The Senior Financial Planner position is crucial to our planning team success and essential in helping us maintain effective and responsive client service. This position reports to the firm’s equity partners and managing directors.
Our planning teams typically consist of a managing director, senior financial planner, and associate financial planner. Teams work directly with households and businesses to design, deliver, and implement comprehensive financial plans.
Specifically, this position will be responsible for:
For consideration, please email your resume and cover letter to: hello@elwoodgoetz.com