Financial Planner - Wealth Management (S) jobs in United States
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TalentLink Solutions · 1 day ago

Financial Planner - Wealth Management (S)

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$120K/yr - $150K/yr
date3+ years exp

TalentLink Solutions is a high-growth, forward-thinking Multi-Family Office Advisory Firm seeking Financial Planners to lead the charge in revolutionizing financial planning. The role involves driving sophisticated strategies for high-net-worth clients, focusing on investment management, taxes, and risk management while working in a fully remote environment.

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
Utilize tech tools like Microsoft Office, eMoney, Redtail, and Holistiplan to improve client service and team collaboration

Qualification

Investment managementWealth managementFinancial planningClient leadershipTech proficiencyCFP certificationCFA certificationCPA certificationProject managementMBAChFC certificationEA certificationMicrosoft OfficeEMoneyRedtailHolistiplan

Required

3+ years mastering investment management, wealth management, and financial planning
Deep knowledge of taxes, cash flow, insurance, investments, and advising high-net-worth business owners
Credentials such as CFP, CFA, CPA, EA, MBA, ChFC
Experience and results that set you apart
Client leadership skills with experience managing client relationships and high-impact projects
Project management skills, able to juggle multiple high-stakes projects and turn complex problems into actionable solutions
Comfortable with tech tools like Microsoft Office, eMoney, Redtail, and Holistiplan

Benefits

Unlimited paid time off (PTO)
Health benefits
401(k) matching

Company

TalentLink Solutions

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TalentLink Solutions provides human resources consulting for the financial services community.
dateFounded in 2014
location
San Diego, California, USA
people-size2-10 employees
web-link
http://talentlinksolutions.com/

Funding

Current Stage
Early Stage

Leadership Team

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Amy Kizer, PHR
Managing Partner
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Company data provided by crunchbase