Financial Services Advisor

4 days ago


San Antonio, Texas, United States TalentLink Solutions Full time
Job Overview
We are seeking a highly skilled Financial Planner to join our team at TalentLink Solutions. As a key member of our financial planning department, you will be responsible for developing comprehensive financial plans that meet the unique needs of our clients.

About Us
TalentLink Solutions is a fee-only wealth management firm dedicated to providing exceptional financial advisory and investment services. Our goal is to deliver unparalleled value to our clients through our deep planning approach and highly engaged investment strategy.

About the Role
This full-time position offers a competitive salary ranging from $90,000 to $110,000, plus quantifiable bonus, as well as a comprehensive benefits package including retirement plan, health insurance, and paid time off. The ideal candidate will have a strong background in relationship management and financial planning, with excellent communication and analytical skills.

Key Responsibilities
  • Develop comprehensive financial plans that align with client goals and objectives.
  • Collaborate with investment management, client service, and tax teams to ensure cohesive recommendations.
  • Engage directly with clients to understand their financial concerns and objectives.
  • Analyze client data and develop strategic solutions.

Requirements
To be successful in this role, you must have a bachelor's degree, preferably in finance or a related field, and hold a CFP designation. Minimum 5 years of client-facing financial planning or wealth management experience is required. Strong computer aptitude and proficiency in MS Office applications are essential.

Benefits
TalentLink Solutions offers a generous compensation package, including base salary, bonus, and comprehensive benefits.

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