TalentLink Solutions · 14 hours ago
Financial Planner - Financial Services (E)
Virginia Beach, VA
Full-time
Hybrid
Entry, Mid Level
$75K/yr - $110K/yr
2+ years expTalentLink Solutions is seeking an experienced Financial Planner to join their advisory team and support client relationships. The role involves assisting the Founder throughout the planning process, serving as a primary contact for clients, and managing various financial planning tasks.
ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
Support Founder across all stages of the planning process
Serve as a primary point of contact for client questions, coordination, and ongoing needs
Prepare for and follow up on client meetings, including notes, plan updates, and task management
Assist with ongoing tax strategy—projections, Roth conversions, tax withholdings, charitable planning, etc
Build deep expertise in business owner planning and retirement planning
Assist clients with 401(k) enrollment by explaining plan options, contribution limits, and investment selections
Support investment recommendations aligned with firm-wide strategy
Maintain accurate documentation in the CRM and planning tools
Communicate with CPAs, attorneys, and other professionals to support integrated planning tasks
Adhere to all compliance, regulatory, and internal policy requirements
Qualification
Required
CFP® Professional highly preferred, or progress towards certification
Series 6 and Series 7 licenses required, any additional are a bonus
2+ years in an associate planner, financial planning, or client-facing role
Experience with industry-specific platforms: Redtail, eMoney Advisor, Envestnet, Excel, etc
Benefits
100% employer-paid health insurance
401(k) with 3% Contribution (not match)
PTO & paid holidays
Professional development support
Remote work flexibility 1 day per week to start
A supportive, collaborative environment and a defined career track to accelerate your growth
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
Company data provided by crunchbase