Associate

Description

Are you an experienced financial planning professional looking to elevate your career and take full ownership of client relationships? Do you want to work in a collaborative environment where your voice is heard, your expertise is valued, and your growth is supported?

Join the Henssler Financial team as an Associate, where you’ll lead clients through every stage of their financial journey while upholding our core values of Learning, Candor, Unity, Integrity, and Friendship.

About the Role

As an Associate, you will manage all facets of client relationships—from the initial meeting to ongoing support, and ultimately, through every phase of their financial lives. You’ll act as a trusted advisor and primary point of contact, guiding clients through key decisions across tax, estate, insurance, and investment planning.

This is a high-impact role designed for a CFP® professional with the expertise, initiative, and communication skills to lead client engagements, mentor junior team members, and contribute to firm-wide growth.

What You’ll Do

• Fully manage and maintain client relationships with professionalism and care
• Lead clients from onboarding to termination with a comprehensive service approach
• Collaborate with internal departments and external professionals to ensure holistic planning across tax preparation and review, estate planning, and insurance and risk management. 
• Discuss wills, beneficiary designations, and insurance strategies with clients
• Analyze and advise on key financial planning areas, such as cash flow planning, asset titling and allocation, education funding, and social security benefits
• Review and approve investment trades and manage cash review parameters
• Prepare, review, and present cash flow projections with actionable recommendations
• Monitor planning dashboards and maintain accurate system updates
• Begin developing new business opportunities from existing clients and professional networks
• Train and mentor Financial Planners, supporting their technical and professional development
• Report directly to Managing Associates, contributing to broader team success

What You Bring

• 5+ years of experience in the financial planning or wealth management industry
• Bachelor’s degree in finance or a related field
• CFP® is required
• Strong client relationship and interpersonal skills
• Excellent oral and written communication abilities
• Clear, concise thinking and strong analytical skills
• Ability to manage multiple priorities and deadlines
• Highly motivated with a proactive mindset
• Collaborative and team-oriented, comfortable working across all professional levels

Why You’ll Love Working Here

• Hybrid Work Flexibility - Achieve work-life balance with remote and in-office days (office located in Kennesaw, GA)
• Full Benefits Package - Includes Medical, dental, vision, life & disability insurance
• 401(K) with Company Match – Plan confidently for your future
• Generous Time Off – PTO, 11 paid holidays, and paid parental leave
• Supportive Culture – Newly remodeled office space, On-Site Gym, “Dress for your Day” dress code, and a team that values authenticity and mutual respect
• Career Growth – Ongoing mentorship, leadership opportunities, and business development support

Make a Meaningful Impact

If you’re ready to lead client relationships, mentor others, and take the next step in your financial planning career – we invite you to grow with us.

Apply now and help shape the financial futures of the clients who trust us most.