Senior Financial Planner
4 weeks ago
Wealth Advisor Opportunity
TalentLink Solutions is seeking an experienced Wealth Advisor to join our team in Atlanta. As a registered investment adviser, we manage approximately $380 million for high-net-worth individuals, families, and institutions.
Key Responsibilities:
- Manage client relationships and create long-term plans to meet their financial objectives.
- Engage with prospective clients, build personal networks, and generate opportunities through referrals.
- Prepare financial plans, investment recommendations, and research clients' technical questions.
- Work with clients' other professionals to provide holistic financial solutions.
- Maintain accurate records of client interactions and information in the CRM system.
Requirements:
- Bachelor's degree in finance, financial planning, or a related field.
- ~ 5+ years' experience managing client relationships in financial planning or investment management.
- ~ Experience working with various custodial platforms.
- ~ Proficient in Excel, PowerPoint, and Outlook.
- ~ Subject matter expert in financial planning and complex client cases.
About Us:
TalentLink Solutions is a distinguished retirement and financial planning firm based in Atlanta. Our collaborative environment fosters professional development, innovation, and a shared sense of purpose.
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