Senior Financial Planner

4 weeks ago


Atlanta, Georgia, United States TalentLink Solutions Full time

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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