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Planner/Advisor
Guardian Wealth Management
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Planner/Advisor

Guardian Wealth Management

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Details
Posted:
January 31, 2019
Location:
Chattanooga, Tennessee
Salary:
Type:
Full Time - Experienced
Categories:
Estate Planning, Insurance/Risk Management Planning, Personal Financial Planner, Wealth Management

Guardian Wealth Management, Inc.

Planner/Advisor 

 

Fee-Only Registered Investment Advisor (RIA)/financial planning firm with $225+/-  AUM (assets under management) has an opening for the following to join our ensemble service team as Senior Planner.

Must Hold one of the Following License, Designation, Credential, or Combination:

  • CPA/PFS (Personal Financial Specialist) Preferred
  • CFP® (Certified Financial Planner)
  • CPA

 

Ideal Candidate:

  1. 5 years full charge comprehensive financial planning/segment planning
  2. Comfortable presenting advice to clients
  3. Background in tax preparation
  4. Estate and risk analysis experience
  5. Working knowledge of the investment advisory industry
  6. Comfortable presenting options to clients
  7. MUST be a Team Player—(it takes a village mentality). This is a deal breaker and the mindset necessary to gel with our client-family and existing Functional Team management philosophy.

 

Familiar Platforms/Software

  1. Money Guide Pro
  2. BNA Tax planning
  3. Morningstar
  4. Portfolio Center
  5. Redtail CRM
  6. Microsoft Office, Including Advanced Excel
  7. Familiarity with TDA Custodial platform a plus

 

We will only recognize candidates who respond to every category including personal and business references, and salary requirement.  Email Kathy VanLandingham: kathy@guardianwealth.com.

NOTES:

Additional Salary Information: Medical Insurance, 401K, Pension Plan,PTO
About Guardian Wealth Management
RIA providing financial planning and investment services to high networth individuals and professionals. $210+ AUM
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