CAREER OPPORTUNITY

Senior Financial Planner

Athens, Georgia

About Elwood & Goetz

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.

Firm Culture

We take pride in our welcoming, supportive, and celebratory firm culture. Our workplace 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

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:

  • Co-managing client relationships and financial plan development.
  • Leading client meetings and serving as primary point of contact for clients with less than $1 million in assets under management.
  • Preparing and reviewing financial plans and meeting materials, delivering financially optimal  recommendations, and communicating with clients regarding meeting follow-up items.
  • Organizing and tracking implementation of recommendations.
  • Proactively responding to client inquiries and requests in a timely manner.
  • Conducting analysis on client specific situations (e.g., mortgage refinance, employee benefits review, stock option plans, etc.).
  • Implementing investment recommendations and monitoring investment portfolios for rebalancing opportunities.
  • Helping train and develop Associate Financial Planners.

Candidate Qualifications

  • Bachelor’s degree in financial planning or closely related field required
  • CFP® designation required
  • Conscientious and detail-oriented  
  • Self-motivated with a positive attitude
  • High standard of excellence and personal integrity
  • Outstanding organizational skills
  • Desire to help others
  • Steadfast commitment to our fiduciary oath and ethical standards
  • 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 and cover letter to: hello@elwoodgoetz.com