Wealth Planner - Bluerock Wealth Management

Hightower•Alpharetta, GA

About The Position

Bluerock Wealth Management, part of the Hightower network, is seeking a Wealth Planner to join their collaborative financial advisory practice. This fiduciary, fee-only firm emphasizes providing reliable, thoughtful, and straightforward advice through a holistic, data-driven, and inclusive approach. The Wealth Planner will be a key team member directly contributing to client value by supporting Wealth Managers in servicing client relationships, onboarding new clients, and handling complex financial planning needs.

Requirements

Bachelor’s Degree in Accounting, Finance, or Financial Planning is preferred.
CFP®, CFA or Series 65/66 is required.
Excellent attention to detail.
Strong written and verbal communication skills.
One to three years’ experience in providing personal financial advice, which includes investment, tax, estate, and insurance planning.
Ability to work independently and stay organized.
Must be a U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Nice To Haves

CPA preferred.
Strong preference for someone with experience working at a fee-only RIA (registered investment advisory) firm.

Responsibilities

Work with Wealth Managers to service client relationships and facilitate the onboarding of new clients.
Support Wealth Managers on clients with a higher level of complexity.
Oversee a schedule of client reviews with Wealth Managers and coordinate meetings with clients.
Prepare for client review meetings, attend meetings with a Wealth Manager, take notes, and follow up on action items.
Facilitate the onboarding of new clients and support existing clients, including communication with the Operations department.
Gather and organize client financial information from various sources to create and implement customized financial plan recommendations.
Comprehend and flowchart estate planning documents.
Collaborate with the investment team on investment-related tasks.
Respond to client service requests.
Assist in the training of other wealth planners.
Review deliverables created by team members and provide guidance.
Communicate effectively across teams.
Continue to expand knowledge across all departments of financial planning, including investments, education planning, insurance, tax, retirement analysis, and estate planning.
Achieve proficiency in relevant technologies, including eMoney Financial Planning software, Black Diamond performance reporting platform, BNA Income Tax Planner, Salesforce, Fidelity's Wealthscape platform, and Schwab Advisor Services platform.