Remarkable companies have remarkable people. It is our job at FireSeeds to tell the stories of these companies and connect them to those remarkable people. We discover multiplying leaders - someone whose personal mission is to impact others in and through their work.
We are recruiting a Financial Analyst in the Alpharetta, Ga area who wants to leave a legacy with one of our remarkable companies. Our client has built a registered trademarked planning process - The Wealth With No Regrets® Planning Process to help high net worth business owners, executives, and philanthropic minded individuals live out their desired legacy, enjoy the retirement years with greater confidence and appropriately benefit family members. They want their clients to be able to have the impact they desire while here and have the joy of knowing their heritages are secure financially. We are recruiting a Financial Analyst to join this team and become a part of helping secure the legacies of these clients.
To apply follow: de127.infusionsoft.com/app/page/wwnrfacj ( Do not apply through this job board )
About Our Client:
Our client exists to help wealthy families live their bigger future for themselves, their family and community. They conduct their business with the highest level of integrity, honesty and transparency with their clients, employees, vendors and strategic partners.
Company Began: 2011
Location: Alpharetta, GA
Core Business: Planning and consulting to wealthy and net worth individuals (Clients range from 1.5 to 25 million in net worth)
Cultural Distinctives:
Our client has a distinctive entrepreneurial spirit focused on continually improving while running a business with proven and repeatable systems to engage prospects and clients through world-class elegant experiences.
Company Culture in One Word: Entrepreneurial
Major Responsibilities:
Data gathering, analysis, and input of client information
Ability to plan and follow through on daily activities
Model planning ideas and techniques, interpret results using spreadsheets and
proprietary planning software
Interact with accountants, attorneys, investment professionals and other industry
leaders
Communicate effectively and professionally with high net worth individuals, couples !and families in-person, by phone and email
To apply follow: de127.infusionsoft.com/app/page/wwnrfacj ( Do not apply through this job board )
Skills/Experience Needed:
Driven to meet deadlines and deliver results
Proficient with Microsoft Office Suite including Publisher, Excel, Word, Powerpoint,
and Access
Understand financials and planning strategies
Experience with Wealthy and Wise software is a plus
eMoney Advisor financial planning software experience is a plus
*Candidate must live in or near the Alpharetta, Roswell, Johns Creek, Cumming, Suwanee, Woodstock, or Canton area or be willing to move into the area.!
Benefits:
Up to a $300 per month in health insurance reimbursement
Base Pay:
Time off:
