Certified Financial Planner

2 months ago

Bellevue, United States TalentWealth Full time

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client located in Bellevue, WA is a well-established independent practice in need of a Certified Financial Planner to join their team.


This is a unique fully remote opportunity that will focus on financial planning (not asset gathering) while maintaining current relationships and offers a high-end salary plus bonus, full benefits, 401k w/ match, and PTO.


Essential Duties and Responsibilities:

  • The following duties generally represent the nature and level of work assigned:
  • Prepare financial planning, asset allocation, and investment performance reports for client meetings
  • Support the Senior Advisors in creating and assembling materials for client meetings
  • Attend client meetings
  • Assist in the execution of client recommendations
  • Assist the Senior Advisors in evaluating client financial strategies and decisions by conducting financial analyses on a wide range of investment, tax, estate, and financial planning topics
  • Perform research in investments, income tax planning, estate planning, employee benefits, the impact of recent regulations, and financial markets
  • Manage workflow and prioritize projects


The position will focus on the following areas:


  • Investment strategies
  • Deferred Stock
  • Asset allocation
  • Cash flow strategies
  • Tax planning
  • Retirement planning
  • Insurance Strategies
  • Estate planning
  • Charitable giving
  • Financial and portfolio reporting



Qualifications:

  • Bachelor’s degree or higher
  • FINRA Series 65 preferred
  • Certified Financial Planner designation a plus (or willing to obtain within two years)
  • Experience with goals-based planning software (ex.. eMoney, MoneGuidePro)
  • Excellent interpersonal, communication, presentation, and listening skills
  • Ability to understand and explain sophisticated financial concepts and issues
  • Strong problem-solving skills
  • Detail-oriented, accurate, organized, able to set priorities, self-starter
  • Financial planning/wealth management acumen, judgment, and experience
  • Passionate about doing what is best for clients and limiting conflicts inherent in the broader industry
  • Team player, collaborative, able to work with and through others
  • Desire/ability to work successfully in a small company environment
  • Proficiency with Word, Excel, and PowerPoint

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