TalentLink Solutions · 7 hours ago
Financial Advisor - Wealth Management
Birmingham, AL
Full-time
Onsite
Mid, Senior Level
$90K/yr - $125K/yr
5+ years expTalentLink Solutions is a Registered Investment Advisory Firm located in Birmingham, Alabama, focused on innovative wealth management solutions for clients. The Financial Advisor will work closely with a Lead Advisor to manage complex client relationships, prepare financial plans, and provide exceptional service while nurturing client connections.
ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
Engage directly with clients to understand their financial objectives and concerns; effectively manage the client relationship and show accountability for retention
Act as first chair on existing and new relationships, overseeing onboarding and the ongoing delivery of the annual service calendar; act as second chair to the Lead Advisor, supporting and managing all aspects of the planning process for our more complex client cases
Retain and enhance client relationships through ongoing education, excellent service, and ensuring an exceptional client experience
Participate in discovery process with prospective clients with the goal to lead the discovery process after time
Prepare agendas for client meetings and ensure timely completion of post-meeting action items
Complete financial planning analyses and wealth management activities; ensure client assets are invested in alignment with their risk tolerance and goals
Gather data from clients and analyze their current financial situation; strategic development of comprehensive financial plans that align with their goals, recommend appropriate solutions, and assist with plan implementation
Collaborate with the support team to deliver prompt and thorough client service
Work with clients’ other professionals, such as attorneys and CPAs, to provide holistic financial solutions
Identify opportunities to expand existing client relationships by ensuring they are taking full advantage of our various services; proactively seek referrals from clients to generate new business
Produce quarterly content for external use
Maintain accurate records of client interactions and information in the CRM system
Representing the firm in a positive and professional manner
Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures
Qualification
Required
Bachelor's degree, preferably in finance, financial planning, or a related field required
CFP® required; pursuit of advanced degree or additional designations preferred
5+ years' experience managing client relationships in financial planning or investment management
Experience working with various custodial platforms (Schwab, Fidelity, etc.)
Proficient in Excel, PowerPoint, Outlook and Salesforce (or similar CRM system)
Familiarity with financial planning (eMoney) and financial reporting (Black Diamond) systems
A genuine interest in serving and caring for clients
Subject matter expert in financial planning and complex client cases
Excellent verbal, written, presentation, listening, and interpersonal communication skills
Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems
Must be organized, detail-oriented and able to manage and prioritize tasks
Preferred
pursuit of advanced degree or additional designations preferred
Benefits
Bonus plan
Health, Dental and Vision insurance, employer pays a portion of premiums
$100K Life insurance, employer-paid
Short-term and Long-term Disability, employer paid
401k with 4% safe harbor matching contribution
$100 monthly stipend towards cell phone
Flexible Spending Account
Reimbursement of relevant and approved professional dues and memberships, study materials and exam fees
Support in approved volunteer work, through reimbursement of any dues and/or time off to participate in events
Company
TalentLink Solutions
TalentLink Solutions provides human resources consulting for the financial services community.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Amy Kizer, PHR
Managing Partner
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