CAREERS
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 wealth management for individuals, families, and businesses. We believe that financial planning is first and foremost a helping profession.
Recognized as having one of the most educated and credentialed 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.
Our Mission
As a fee-only financial planning team and fiduciary, our mission is to guide clients to financial fulfillment by finding balance between living their best lives today and reaching their goals for tomorrow.
Our Vision
To be the exemplary financial planning firm in the country renowned for our integrity, sophistication, and generosity.
To achieve our mission and vision, we will:
- Rebuild credibility in the financial services industry and redefine financial planning as an honest, trusted, and transparent profession.
- Identify and eliminate financial stress, confusion, and burden for our clients.
- Share advice and education that is both unbiased and optimal, always rooted in evidence, experience, and the client’s best interest.
- Develop the best team of caring, competent, honest, and effective financial planners committed to our core values, independence, fee-only structure, and client-first approach.
Our Values
Integrity
- Use good judgment and do the right thing.
- Be accountable. Share credit and shoulder responsibility.
- Communicate authentically and transparently.
- Act in good faith — with positive intent and alacrity.
Sophistication
- Foster curiosity.
- Pursue lifelong learning and growth.
- Avoid shortcuts that compromise value. Put in the time and focus on the details.
- Exceed expectations and deliver exceptional experiences.
Generosity
- Treat people with kindness, dignity, and compassion.
- Be passionate about helping our clients, our colleagues, and our communities.
- Build relationships rooted in mutual trust and respect.
- Encourage gratitude and appreciation.
Diverse Talent Statement
Our employees are our greatest strength. At Elwood & Goetz, we are committed to an equitable and inclusive culture where every employee feels comfortable bringing their true and authentic selves to work. We welcome, celebrate, and seek out diversity of backgrounds, beliefs, and experiences. We know that through our differences, we bring unique perspectives, ideas, and principles that make our team — and our clients — better.
Description & Responsibilities
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.
Requirements & Qualifications
- Bachelor’s degree in financial planning or closely related field required.
- CFP® designation required.
- Accept the daily obligation to further our mission, pursue our vision, and enact and embrace our core values.
- Steadfast commitment to our fiduciary oath and ethical standards.
- Desire to help others.
- Conscientious and detail-oriented.
- Self-motivated with a positive attitude.
- High standard of excellence and personal integrity.
- Outstanding organizational skills.
- Strong communication and interpersonal skills.
Compensation & Benefits
- Competitive salary commensurate with education background, professional accomplishments, and overall experience
- Health insurance (premiums for employees covered 100% by the firm)
- Employer paid long-term disability insurance
- Employer-sponsored 401(k) plan with employer match
- Bonus program for new client referrals
- Paid time off
- Charitable volunteer time
- Flex time
- Flexible work schedule
- Early weekend kickoff (4pm closing time on Friday)
- Paid parental leave
- Paid sabbatical for every five years of service
- Professional designation expense reimbursement
- Continuing education allowance to maintain professional designations
