Financial Planning Associate

Donaldson Capital Management • Alpharetta, GA

3d • $60,000 - $80,000 • Hybrid

About The Position

We’re looking for a Financial Planning Associate to join our planning team and support the delivery of comprehensive financial plans for our clients. You’ll work alongside experienced planners, learning our processes and systems while contributing meaningfully to client work from day one.
This is a role for someone who wants to build a career in financial planning — not just check boxes, but truly understand the craft and grow into increasing responsibility.

Requirements

• Strong analytical and problem-solving skills
• Attention to detail and a commitment to accuracy
• A strong communicator who can engage with colleagues and clients professionally
• Microsoft Office proficiency (Excel, Outlook, Word, PowerPoint)
• Bachelor’s degree in financial planning, finance, economics, or a related field. Other degrees considered with relevant experience.
• 1 to 3 years of experience in financial planning or a related field; strong new graduates welcome
• Open to pursuing, actively pursuing, or have obtained the Series 65 license
• Open to pursuing, actively pursuing, or have obtained the CFP® designation

Nice To Haves

• Exposure to financial planning software is a plus, but we’ll teach you our systems

Responsibilities

• Enter and maintain client data in eMoney and other planning software
• Build financial plans under the guidance of senior planners, developing proficiency in our planning process
• Review financial plans with colleagues and, over time, participate in client-facing plan reviews
• Learn and become proficient in our technology stack: Salesforce, Schwab, Orion, eMoney, Holistiplan, FP Alpha, and related tools
• Support the planning team with research, analysis, preparation for client meetings, and follow-up activities
• Collaborate with advisory teams to ensure planning work aligns with client needs and advisor recommendations
• Contribute to process improvements and documentation as you learn the systems

Benefits

• Retirement: Immediate 401(k) enrollment with pre-tax and Roth options. After one year, DCM provides a 100% Safe Harbor match on the first 4% of compensation, plus an annual profit-sharing contribution of approximately 9% of gross pay.
• Health: DCM covers 60% of medical premiums through Anthem with two plan options, including an HDHP with employer HSA contributions of $2,250 (individual) or $4,500 (family). Dental, vision, and mental health EAP also available.
• Company-Paid Insurance: Short-term disability, long-term disability, $50K term life, and $50K AD&D at no cost to you.
• Time Off: Flexible PTO with no set cap on vacation or sick days. Paid holidays aligned with the NYSE calendar. Up to 12 weeks paid pregnancy-related leave and 4 weeks paid parental leave.
• Growth: Educational expense reimbursement for professional designations. Study time support and a day off before exams.
• Perks: Company-paid cell phone and service. $500 annual charitable donation to the 501(c)(3) of your choice. Dedicated covered parking. Access to in-house CFP® professionals for personal financial planning.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level