What you will do

Prepare the materials for client meetings, including data entry and scenario building in our planning software
Pull account statements, tax returns and benefit summaries into one organised picture
Build and stress test retirement, education and insurance scenarios for an advisor to review
Draft the follow-up action list after each meeting and track each item to completion
Keep household records accurate and current in the firm's CRM

What we are looking for

Finance, accounting or financial planning coursework, or progress toward the CFP
Comfortable in Excel past the basics
Careful with numbers and willing to check the work twice
Able to be in the Midtown Atlanta office on a regular schedule
Discreet with confidential client information

Step one

About you

Contact details and where you are based.

First name *

Last name *

Email *

Phone *

City and state *

LinkedIn profileOptional

Can you get to our Midtown Atlanta office *

Our office is at 999 Peachtree St NE, Suite 418.

Step two

Eligibility and availability

Standard questions every employer has to ask.

Are you legally authorized to work in the United States *

Will you now or in future need visa sponsorship *

Earliest start date *

Hours per week you can commit *

School, major and expected graduation *

Step three

Your work

This section is the one that decides it, so take your time.

Where you are in planning coursework *

Spreadsheet depth *

Planning software you have touchedOptional

We use RightCapital. Nobody is expected to arrive knowing it.

A client is 34, earns $280,000, carries $190,000 in student loans at 6.8 percent, holds $40,000 in cash and is not capturing the full employer match. Before an advisor recommends anything, what would you want to know and why *

Step four

Resume and one last question

The part we read first.

Resume *

PDF or Word, up to 5 MB.

What are some unique ways you have seen to improve marketing *

We ask every applicant this, whatever the role, and we do read them.

How did you hear about usOptional

Equal opportunity. Attend Wealth Inc. is an equal opportunity employer. We consider all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law. If you need an accommodation to complete this application, email us and we will sort it out.

What we do not require. We never ask for a Social Security number, date of birth, or bank or payment details at the application stage. Do not enter them anywhere in this form. Information and files you submit are used only to consider your application, are not sold, and are not shared with third parties for marketing.

Prefer email? Send your resume to info@attendwealth.com · All open roles · attendwealth.com