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Associate Wealth Planner Jobs in Georgia (NOW HIRING)

Oxford Financial GRP

Wealth Planner

Atlanta, GA · On-site

Chief Wealth Planning Officer FLSA Status: Exempt POSITION SUMMARY The Wealth Planner prepares ... Review work from associates and integrate feedback from Managing Directors and Client Service Teams

Oxford Financial Group, Ltd.

Wealth Planner

Atlanta, GA · On-site

$51K - $71K/yr

Wealth Planner Full Time Atlanta, GA, US Department: Family Office Services Technical Reports To ... Review work from associates and integrate feedback from Managing Directors and Client Service Teams

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HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

General Support * Assist with planning, analysis, investment, and other decisions that impact client relationships, consulting with the Secondary/Lead Advisor and Wealth Strategist on complex matters ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA

General Support * Assist with planning, analysis, investment, and other decisions that impact client relationships, consulting with the Secondary/Lead Advisor and Wealth Strategist on complex matters ...

MIO Partners

Wealth Planning Associate

Atlanta, GA

The Wealth Planning Associate will play an integral role throughout the planning process, including ... Planner review. * Support estate tax calculations and illustrative planning scenarios using ...

MIO Partners

Wealth Planning Associate

Atlanta, GA · On-site

The Wealth Planning Associate will play an integral role throughout the planning process, including ... Planner review. * Support estate tax calculations and illustrative planning scenarios using ...

Northern Trust

Associate, Wealth Strategist

Atlanta, GA · On-site

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... Major Duties :1. Responds to personal financial planning client inquiries for account information ...

Morgan Stanley

Wealth Management Associate

Atlanta, GA · On-site

Wealth Management Associate Wealth Management Associates provide exceptional service to our clients ... planning. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the service team ...

Morgan Stanley

Wealth Management Associate

Atlanta, GA · On-site

Wealth Management Associate Wealth Management Associates provide exceptional service to our clients ... planning. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the service team ...

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Associate Wealth Planner information

What is an associate wealth planner?

An Associate Wealth Planner is a financial professional who supports senior wealth planners or advisors in developing and implementing comprehensive financial plans for clients. Their responsibilities typically include gathering client data, preparing financial reports, assisting with investment strategies, and helping ensure that clients' financial goals are met. They often serve as a point of contact for clients, answer questions, and may help coordinate meetings or follow up on action items. This entry-level or mid-level role is ideal for those looking to build a career in financial planning and wealth management.

What are the key skills and qualifications needed to thrive as an associate wealth planner?

To thrive as an Associate Wealth Planner, you need a solid understanding of financial planning principles, investment products, and regulatory requirements, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney or MoneyGuidePro, as well as progress toward certifications like the CFP, is highly valued. Strong interpersonal skills, attention to detail, and effective communication enable you to build client trust and collaborate with senior advisors. These competencies are crucial for providing accurate financial guidance, ensuring compliance, and delivering exceptional client service.

What are some typical challenges faced by associate wealth planners when supporting senior advisors?

Associate Wealth Planners often face the challenge of balancing multiple client portfolios while ensuring all documentation and compliance requirements are up to date. They must stay organized to manage administrative tasks, such as preparing financial plans and conducting research, without compromising accuracy. Additionally, adapting to different working styles of senior advisors and clients can require strong communication skills and flexibility. Over time, successfully navigating these challenges helps Associates develop expertise and move toward more client-facing advisory roles.

What is the difference between Associate Wealth Planner vs Financial Advisor?

AspectAssociate Wealth PlannerFinancial Advisor
CredentialsCertifications like CFP, Series 7/66 often preferredCFP, Series 7/66, or other financial licenses
Work EnvironmentSupportive role within financial planning firms, assisting senior plannersClient-facing, providing personalized financial advice
Employer & IndustryFinancial planning firms, wealth management companiesIndependent or firm-based financial services firms

While both roles require similar certifications and work in the financial industry, an Associate Wealth Planner primarily supports senior planners and handles research or administrative tasks. A Financial Advisor directly interacts with clients to develop and implement financial plans. The Associate Wealth Planner role is often a stepping stone toward becoming a Financial Advisor.

What cities in Georgia are hiring for Associate Wealth Planner jobs?

Cities in Georgia with the most Associate Wealth Planner job openings:

Wealth Planner

Atlanta, GA • On-site

Oxford Financial GRP
See more jobs at Oxford Financial GRPexternal

Full-time

Posted 8 days ago

Job description

Department: 

Family Office Services Technical 

Reports To:

Chief Wealth Planning Officer

FLSA Status:

Exempt


POSITION SUMMARY

The Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials, and technical assessments to support high-net-worth client objectives. This role serves as a technical resource to internal teams, providing expertise, tools, and guidance to inform client-focused wealth planning strategies. This is a technical role with no direct client interaction. 

DUTIES & RESPONSIBILITIES
Wealth Planning & Analysis                                                                                                  
  • Develop estate and wealth transfer strategies, including creating flowcharts, illustrations, summaries, and related planning materials
  • Review and analyze estate planning documents to identify opportunities and support client objectives
  • Build financial models and impact analyses using NaviPlan, Microsoft Excel, and other tools
  • Collaborate with internal teams to understand objectives, incorporate insights, and deliver high-quality planning recommendations
  • Support client-facing teams through technical analysis and documentation; no direct client interaction 
Internal Technical Resource                                                                                            
  • Provide technical guidance to client teams during planning and meeting preparation
  • Review work from associates and integrate feedback from Managing Directors and Client Service Teams
  • Research and respond to estate and financial planning questions
  • Stay current on tax, legislative, and industry developments
Tools, Templates & Education                                                                                              
  • Develop and maintain planning templates, reports, and analyses
  • Contribute to internal technical content, training materials, and educational resources
Administrative, Professional Development & Other Duties                                            
  • Handle administrative tasks, attend internal meetings, and participate in ongoing training
  • Perform additional responsibilities as needed to support the firm and client teams

QUALIFICATIONS

  • Bachelor’s degree and an advanced degree in relevant field or professional designation (such as CFP, CPA, CPWA), required
  • 3+ years of experience in wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi-generational families preferred but not required
  • Strong analytical and technical skills, with the ability to interpret complex estate documents, financial statements, and tax returns
  • Proficiency in Microsoft Excel and Microsoft Office; experience with NaviPlan or similar financial planning software preferred
  • Excellent written, verbal, and presentation skills, with the ability to communicate complex strategies clearly and client-readily
  • Highly organized and detail‑oriented; able to manage multiple priorities, tasks and deadlines concurrently
  • Demonstrated professionalism, discretion, and respect for confidential matters
  • Able to work both independently and as part of cross‑functional teams; demonstrated ability to execute projects or workstreams and follow through to completion

WORKING CONDITIONS

  • Long periods of sitting, utilizing a computer
  • This is an onsite role working in the office full-time
  • Limited travel as business needs necessitate