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Asset Management Group Inc. · 3 weeks ago

Senior Financial Planner (RIA)

Cartersville, GA

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

Asset Management Group (AMG) is a fiduciary registered investment advisory firm focused on serving high-net-worth families with complex financial needs. They are seeking a Senior Financial Planner to independently manage end-to-end financial planning for clients, ensuring high-quality outcomes and proactively improving workflows.

Financial Services

Responsibilities

Own end-to-end financial planning for high-net-worth clients

Independently identify planning risks, priorities, and tradeoffs

Deliver advanced planning strategies across tax, retirement, investments, and estate considerations

Proactively improve planning workflows while respecting AMG’s planning philosophy

Utilize eMoney (preferred), Redtail CRM, Orion, Teamwork, and other fintech tools

Ensure planning accuracy, scenario modeling, and reporting integrity

Qualification

Comprehensive financial planningFinancial planning softwareRetirement income planningSeries 65 certificationCFP® certificationAnalytical skillsTrust buildingCommunicationProblem-solving skills

Required

8+ years of comprehensive financial planning experience, including retirement income planning, Medicare, Roth conversions, RMDs, cash flow, and tax-aware strategies

Significant exposure to high-net-worth or complex client situations

Demonstrated ability to work independently and exercise sound planning judgment

Series 65 (or equivalent) required

Strong analytical and problem-solving skills in complex financial planning

Deep understanding of retirement, estate, and investment coordination

Proficiency with financial planning software (eMoney required)

Excellent communication skills and the ability to build trust with clients and internal partners