TalentLink Solutions · 3 weeks ago
Financial Planner - Financial Services (V)
United States
Full-time
Remote
Mid, Senior Level
$130K/yr - $150K/yrTalentLink Solutions is a boutique tax strategy consulting and wealth management firm focused on high-income clients. They are seeking an experienced advisor and planner to manage ongoing client relationships and implement financial plans, ensuring meticulous attention to detail and client satisfaction.
ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
Partner with clients to analyze, research, and implement solutions in their individual financial situations; in partnership with a Senior Advisor on as needed basis
Leads strategic development of financial plans; continuously monitor clients’ financial situations with detail and accuracy, with the ability to see the entire strategic financial picture
Collaborate with client’s other professionals i.e., attorney’s and CPA’s and any other external sources
Demonstrate excellent people skills by being confident in the delivery of advice to clients via conference call or face-to-face meetings
Focus entirely on the client experience to keep clients through and beyond consulting cycle, always looking for more opportunities to deepen the relationship
Maintain high ethical standards and confidentiality at all times
Prepare, coordinate, and follow through on any needed communication with new or existing clients
Partner with Associate Advisor as available or needed on client work
Use CRM to manage client workflow and document client activity
Continue to help build infrastructure within the firm through team meetings – workflows, instructions, etc
Maintain and continue to build internal software effectiveness
Track Client Referrals - input referrals into CRM as prospects and set follow up for appropriate party
Qualification
Required
Bachelor's degree required, preferably in business, accounting, finance, economics
Ability to manage complex client projects, with a thoughtful and diligent process
Excellent knowledge of regulations, financial planning and investment management
Advanced level proficiency in Microsoft Office
Strong verbal and written communication skills
Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems
Preferred
Advanced degree or additional certifications highly desired (CFP, CFA, MBA, ChFC, CPA, JD)
Experience working with ultra-high income or net-worth entrepreneurs and business owners highly preferred
Familiarity with eMoney, Advisor Engine aka: Junxure, Orion, Holistaplan or similar softwares preferred
Experience working with Schwab as custodian preferred
Company
TalentLink Solutions
TalentLink Solutions provides human resources consulting for the financial services community.
Founded in 2014
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Amy Kizer, PHR
Managing Partner
Company data provided by crunchbase