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TalentLink Solutions · 1 hour ago

Financial Planner - Wealth Management

United States

Full-time

Remote

Mid Level

3+ years exp

TalentLink Solutions is a high-growth, forward-thinking Multi-Family Office Advisory Firm seeking Financial Planners to lead innovative financial planning initiatives. The role involves reshaping wealth management for visionary entrepreneurs and business owners, providing sophisticated strategies across various financial domains while enjoying the flexibility of remote work.

ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency

Responsibilities

Lead the financial planning process, driving sophisticated strategies that cover taxes, cash flow, legal, risk management, investing, and more

Work with visionary entrepreneurs who are pushing the boundaries of what’s possible

Manage client relationships and take ownership of high-impact projects

Juggle multiple high-stakes projects, keeping everything on track, and turning complex problems into clear, actionable solutions

Qualification

Wealth managementFinancial planningInvestment managementClient leadershipTax knowledgeTech proficiencyProject managementCommunication skillsTeam collaboration

Required

Deep expertise: You've spent 3+ years mastering investment management, wealth management, and financial planning

You know the intricacies of taxes, cash flow, insurance, investments, and everything that comes with advising high-net-worth business owners

You've worked with people who are already successful, and you know how to elevate them even further

Credentials that matter: Whether you're a CFP, CFA, CPA, EA, MBA, ChFC, you've got the credentials to back up your deep knowledge

It's your experience – and your results – that set you apart

Client leadership skills: You're not just an expert – you're a leader

You've managed client relationships and taken ownership of high-impact projects

Project management genius: You're a natural at juggling multiple high-stakes projects, keeping everything on track, and turning complex problems into clear, actionable solutions

You thrive under pressure and know how to execute

Tech-forward: You're comfortable with tech tools like Microsoft Office, eMoney, Redtail, and Holistiplan

You understand that technology is a force-multiplier and are quick to adopt new tools that improve client service and team collaboration