Financial Planning Associate

and the job listing Expires on August 13, 2026 Full-Time Job Accounting, Data Analytics, Economics & Finance EPHAS Financial is an independent, veteran-led retirement planning firm in downtown Acworth, Georgia. We act as fiduciaries for the families we serve — specializing in retirement income planning, tax strategy, investment design, healthcare coordination, and estate work. We run our practice like a white-glove boutique: documented systems, disciplined processes, and a service standard our clients notice from the first phone call. The firm is growing rapidly, and this role is central to that growth. Position Summary This is a rare seat: you will work side-by-side with the firm’s Lead Advisor every day — sitting in on client meetings, taking notes, managing follow-ups, and running the operational and administrative engine of the firm. You will own our day-to-day operations, administration, systems, and office management, upholding the documented processes that make the firm run. But this is not just an administrative job. It is a career track. From day one you will be trained to extract planning information from client meetings and, over time, to build retirement plans yourself — drafting the analysis, reviewing it one-on-one with the Lead Advisor, and refining it together before it is presented. The goal: within 12–18 months, you become licensed and grow into a Director of Planning role. This position does not require you to become a direct client‑facing advisor — the path is built around planning excellence behind the scenes. What You’ll Do Executive & Meeting Support Work directly alongside the Lead Advisor as his right hand — take notes, capture action items, and manage follow-through on everything that comes out of his day. Sit in on client meetings; learn to listen for and extract the planning data, goals, and concerns that drive Prepare meeting folders and agendas the day before every meeting — never the morning of. Set up the conference room to firm standards before every client meeting, and reset it afterward. Greet every guest at the door and deliver a polished, white-glove client experience. Operations & Client Service Manage the Wealthbox CRM as the firm’s central system of record — client data entry, workflow creation and tracking, calendar color-coding, and vendor records. Process new account applications and transfers through Forms Logic, DocuSign, and Firelight — following firm rules exactly (Wealthbox first, in-kind transfers always). Answer client calls professionally and uphold our service standard: every call received before 2:00 PM gets a same-day response. Participate in the Monday 10:00 AM operations meeting and the two-person verbal review required before any distribution. Make pre-meeting reminder calls and proactively flag clients due for a review. Administration & Office Management Handle copying, printing, scanning, filing, and mail processing — logged and attached in Wealthbox. Keep the office organized, stocked, and presentation-ready at all times. Maintain vendor contacts and credentials in Wealthbox, updated, initialed, and dated. Systems & Documentation Maintain and improve the firm’s operational playbooks and step-by-step SOPs — written so clearly a brand-new hire could follow them. Document process gaps you observe and help close them. Support meeting documentation through our AI note-capture tools (Zocks) and keep templates current. Learn E-Money, Tax Clarity, and our planning standards from the inside out. Progress from entering plan data, to building draft retirement plans, to owning plan preparation — with every plan reviewed, corrected, and fine-tuned one-on-one with the Lead Advisor before it is presented. Study for and obtain your securities license (with firm support) within 12–18 months. Who Thrives in This Role Meticulous and detail-obsessed — you catch the error before anyone else sees it. Professional and polished — comfortable greeting $1M+ clients at the door and answering the phone as the voice of the firm. A systems thinker — you like checklists, documented processes, and doing things the same right way every time. Genuinely interested in a career in financial planning — and willing to study for and obtain a securities license. Trustworthy with confidential information — discretion is non-negotiable in this business. Tech-comfortable — CRM software, e-signature platforms, planning software, and Microsoft Office (experience with Wealthbox, DocuSign, or E-Money is a plus, not a requirement). A degree or coursework in finance, business, or a related field is helpful — but attitude, work ethic, and coachability matter more. Compensation & What We Offer Full-time role beginning at 30 hours per week, growing to 40 hours as you take on more of the firm. Competitive base compensation, discussed during the interview process. A defined pay increase upon obtaining your license, plus bonus opportunities tied to your contribution. Company benefits (such as health insurance and a 401(k)) are not currently offered; they are part of the firm’s plan within the next one to two years, and you would participate when those benefits begin. Direct, daily mentorship from the firm’s founder — an apprenticeship you cannot get at a large firm. A documented, systems-driven firm where you’ll learn how a modern advisory practice actually runs. How to Apply Send your resume and a short note telling us why this role fits you to View email address on click.appcast.io with the subject line 'Financial Planning & Operations Associate'. Candidates selected for an interview will meet Investment Advisory Services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Wealth and EPHAS Financial are unaffiliated entities. · EPHAS Financial is an equal opportunity employer. #J-18808-Ljbffr