Associate, Homrich & Berg, Inc. - Atlanta, GA

Job Title: Associate
Company: Homrich & Berg, Inc.
Location: Atlanta, GA

Company Description: Homrich & Berg, Inc. ("H&B") is a leading fee-only financial planning and investment advisory firm located in Atlanta, GA. Established in 1989, H&B provides comprehensive financial planning and investment management services, primarily to high net worth individuals.

Job Description: - Assist in the preparation of custom financial plans, - Implement the firm's investment strategy as it applies to each client, and - Communicate with our clients and their advisors.

Requirements: • Minimum of three years experience in providing personal financial planning services or a related financial background and education • Ability to prepare income tax, cash flow, and education cost projections, retirement income needs analyses, estate distribution plans, and risk management (i.e., insurance) reviews • At least an intermediate level of understanding of traditional investment vehicles (e.g., stocks, bonds, mutual funds) • CFP, CPA and/or CFA licensee or candidate is desired • Excellent written and verbal communication skills

Application Process: Please submit cover letter, resume and salary requirements to: Mark Rogozinski '90 at careers@homrich-berg.com.

Homrich & Berg, Inc. is an Equal Opportunity Employer, M/F/D/V