Financial Planner
1 month ago
TalentLink Solutions is seeking a highly skilled Financial Planner to join our team of financial experts. As a Financial Planner, you will work closely with our Senior Wealth Advisors to provide comprehensive financial planning services to our clients.
Key Responsibilities:
- Develop and implement financial plans for clients, including retirement planning, investment management, and estate planning.
- Conduct thorough financial analyses to identify areas for improvement and provide recommendations to clients.
- Collaborate with Senior Wealth Advisors to deliver exceptional client service and build strong relationships with clients.
- Stay up-to-date with industry developments and best practices to ensure our clients receive the highest level of service.
Requirements:
- 3-5 years of experience in financial services, preferably in a planning or advisory role.
- Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
- Certifications such as CFP or PFS are a plus.
What We Offer:
- A competitive salary and bonus structure.
- A comprehensive benefits package, including health, dental, and vision insurance.
- A 401(k) plan with company match.
- Opportunities for professional growth and development.
Why Join Us:
TalentLink Solutions is a dynamic and growing firm that values innovation, collaboration, and client satisfaction. We offer a supportive and inclusive work environment, with opportunities for professional growth and development. If you are a motivated and talented Financial Planner looking for a new challenge, we encourage you to apply.
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