Financial Planning Specialist
13 hours ago
TalentWealth Recruiting is seeking a skilled Certified Financial Planner to join our client's team as a Relationship Manager. This role involves working closely with the firm's principal advisory team to manage client relationships, identify and meet client needs, and develop, present, and oversee the implementation of financial plans.
Key Responsibilities- Prepare comprehensive financial planning reports for client meetings, including asset allocation and investment performance analysis.
- Support Senior Advisors in creating and assembling materials for client meetings, ensuring a seamless and professional experience.
- Attend client meetings to build strong relationships and provide expert financial guidance.
- Assist in the execution of client recommendations, ensuring timely and effective implementation.
- Conduct in-depth financial analyses on a wide range of investment, tax, estate, and financial planning topics to support Senior Advisors in evaluating client financial strategies.
- Perform research on investments, income tax planning, estate planning, employee benefits, and financial markets to stay up-to-date on industry developments.
- Manage workflow and prioritize projects to ensure timely completion and high-quality results.
- Investment strategies and portfolio management.
- Financial modeling and cash flow analysis.
- Asset allocation and risk management.
- Tax planning and estate planning.
- Retirement planning and insurance strategies.
- Charitable giving and financial reporting.
- Bachelor's degree or higher in a relevant field.
- Certified Financial Planner designation a plus.
- FINRA series 7 and 66 licenses a plus.
- Experience with goals-based planning software, such as eMoney or MoneGuidePro.
- Excellent interpersonal, communication, and presentation skills.
- Ability to understand and explain complex financial concepts and issues.
- Strong problem-solving skills and attention to detail.
- Financial planning and wealth management acumen, judgment, and experience.
- Passion for delivering exceptional client service and minimizing conflicts of interest.
- Team player with a collaborative mindset and ability to work with and through others.
- Proficiency in Microsoft Office, particularly Word, Excel, and PowerPoint.
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Financial Planning Specialist
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