Financial Planning Specialist

4 weeks ago


Grand Blanc, Michigan, United States TalentLink Solutions Full time

We are a flat-fee RIA seeking a skilled Virtual Financial Advisor to join our team. As a Service Advisor, you will be responsible for managing a specific group of households, providing expert guidance on retirement planning, estate management, and tax optimization. Our goal is to deliver exceptional value to our clients, exceeding their expectations through our innovative approach and commitment to excellence.

As a seasoned CFP, you will leverage your technical expertise to develop and implement personalized financial plans, utilizing cutting-edge technology such as Wealthbox, Hubly, and RightCapital. Your ability to work autonomously, think critically, and communicate effectively will be essential in building strong relationships with our clients and team members.

We offer a unique opportunity to work in a dynamic, fast-paced environment where creativity, flexibility, and a passion for helping others thrive. Our team is dedicated to making a positive impact on our clients' lives, and we are seeking like-minded professionals to join us on this journey.

Key responsibilities include:

  • Developing and implementing personalized financial plans for clients
  • Providing expert guidance on retirement planning, estate management, and tax optimization
  • Utilizing technology to streamline processes and improve client experience
  • Building and maintaining strong relationships with clients and team members

We offer a competitive salary, comprehensive benefits package, and a forever work-from-home strategy. If you are a motivated, results-driven professional with a passion for financial planning and client service, we encourage you to apply for this exciting opportunity.



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