Planning Associate - Level 1 

SignatureFD is a leading privately held financial design and advisory firm based in Atlanta, Georgia. With over $1B in assets for over 350 clients, we serve high net worth individuals, families, and related entities.

We are passionate about delivering exceptional advice, planning, and service and we use our clients’ success as a measure of our own. We recognize that good investment performance is the cornerstone to meeting our clients’ financial objectives. But more than that, we believe that financial wealth is only important to the extent that it allows our clients to accomplish their life goals.

Primary Function
As part of our team of specialists, our Planning Associates identify and deliver clients planning needs
through a comprehensive approach to their total wealth, life goals, and objectives. They:

• Prepare wealth blueprints -  net worth statements, cash flow plans, estate summaries, insurance reviews, retirement analysis and tax planning.
• Provide client level support to the Advisors, with active involvement in all levels of planning.
• Effectively capture, manage, and facilitate the completion of planning work with the Advisor’s direction. 
• Actively participate and contribute to the Planning Team projects (internal and external).

Qualifications

• Strong communication and interpersonal skills.
• Entrepreneurial minded and self-sufficient. 
• Ability to work and thrive in a collaborative professional team environment.

Position Requirements

• Four (4) year college degree with emphasis in related major
• A minimum of one (1) year financial services industry experience
• Completed or currently working towards CFP® certification
• Adequate technical capabilities to develop a basic written financial plan
• Experience with industry specific software a plus (Naviplan, Portfolio Center, Junxure, EMoney, etc.)