Financial Planning Associate

Kestra • Atlanta, GA

1d • Onsite

About The Position

Element Wealth Advisors is a fee-based fiduciary financial advisory firm located in Atlanta, Georgia, specializing in comprehensive wealth management and financial planning. The firm provides advice-driven guidance designed to help clients make informed financial decisions. We believe great advice begins with thoughtful financial planning. Our team works closely with clients to guide important decisions around retirement, investments, and long-term wealth strategies. By simplifying complex financial issues and providing clear, transparent advice, we help clients gain clarity and confidence in their financial future. Element Wealth Advisors serves families and professionals by offering tailored financial strategies designed to meet their unique needs and goals.

Requirements

• Bachelor’s degree in Finance, Economics, Financial Planning, or a related field
• Strong analytical and problem-solving skills
• Interest in comprehensive financial planning and wealth management
• Excellent communication and interpersonal skills
• Strong attention to detail and organizational abilities

Nice To Haves

• Progress toward or interest in pursuing the CFP® designation preferred
• Experience with financial planning software and analytical tools is a plus
• FINRA Series 7 and Series 66 licenses are a plus, or willingness to obtain licenses if not currently held

Responsibilities

• Assist advisors in the preparation and development of comprehensive financial plans
• Analyze client financial data to support planning recommendations
• Prepare financial planning deliverables, reports, and meeting materials
• Support retirement planning, estate planning, and investment strategy discussions
• Assist with client onboarding and account documentation
• Participate in client review meetings and planning discussions
• Conduct financial planning research and scenario analysis
• Maintain and update client financial plans and records

What This Job Offers

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