Senior Financial Planning Consultant

1 week ago


Lake Elmo, Minnesota, United States Talent Software Services Full time

Are you a highly skilled financial planning professional looking to take your career to the next level? Do you have experience in wealth management and a passion for delivering exceptional client experiences?

About the Role

We are seeking an experienced Wealth Strategist to join our team at Talent Software Services. As a key member of our advisory team, you will work closely with high-net-worth clients to provide customized financial planning solutions that meet their unique needs and objectives.

Your primary responsibilities will include:

  • Developing and implementing comprehensive financial plans for affluent clients, including estate, tax, retirement, and business succession planning
  • Providing advanced asset allocation and risk management strategies to help clients achieve their financial goals
  • Assisting clients in navigating complex wealth transfer and gifting strategies
  • Collaborating with internal teams and external advisors to deliver well-rounded, customized financial plans

To be successful in this role, you will need to possess:

  • A bachelor's degree in Finance, Accounting, Economics, or a related field, with an advanced degree preferred
  • Relevant certifications such as CFP, ChFC, CPA, CFA, or similar
  • A minimum of 7-10 years of experience in wealth management, financial planning, or a related field, with a focus on multigenerational wealth planning
  • Proven track record in developing and managing complex wealth transfer strategies
  • In-depth knowledge of estate planning, tax laws, trust structures, and investment strategies
  • Strong interpersonal and communication skills, with the ability to work effectively with high-net-worth clients and their families

In return for your expertise and dedication, we offer a competitive salary of $120,000 per year, plus benefits and opportunities for career growth and development. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.



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