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Wealth Management Consultant
2 months ago
TalentLink Solutions is seeking a dedicated Virtual Financial Advisor to join our expanding team. As a rapidly growing Registered Investment Advisor (RIA), we have successfully surpassed the $100M Assets Under Management (AUM) milestone and are eager to enhance our advisory team. Our founder is focused on scaling our marketing efforts, and we need a committed professional to take charge of our client relationships.
In this role, you will be responsible for onboarding new clients and providing exceptional advisory services. We are looking for a self-motivated individual who can step into the role of primary Advisor within a short timeframe. Your passion for delivering significant client value aligns with our mission to assist individuals in achieving their retirement goals.
The ideal candidate will hold a CFP designation and possess experience with complex financial situations, including estate and tax considerations. Initially, you will collaborate closely with our Lead Advisor, absorbing our established strategies and methodologies. Your responsibilities will include attending client meetings, managing follow-ups, and overseeing the financial planning process.
This position requires a project management mindset, ensuring that all details are meticulously organized. You will thrive in an innovative environment that encourages fresh ideas and the adoption of new technologies. A strong affinity for systems and processes, along with proficiency in tools like Excel and Google Sheets, is essential.
As you acclimate to our operations, you will have the opportunity to shadow the Lead Advisor and engage with our client base. Your progression to becoming the primary Advisor for new relationships is anticipated to occur early in your tenure, depending on your prior experience. Our goal is to empower you to manage your own client portfolio swiftly, enabling continued growth for our firm.
We are committed to supporting you in delivering exceptional value to our clients. Our compensation package includes a competitive base salary, revenue-sharing opportunities, comprehensive benefits, and a flexible work-from-home policy.
During quieter periods, you may also participate in various projects, including collaboration with our compliance consultant. Additionally, if you are interested, there may be opportunities to contribute to our podcast, sharing insights and answering listener inquiries.
