Certified Financial Planner

6 days ago

Rockville, United States TalentWealth Full time

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD is an independent fee-based practice managing over 1 billion in client assets and is looking for a CFP professional to join their team as a Relationship Manager and oversee a segment of the firm's existing clients. This role is ideal for a CFP professional who wants to focus on planning and relationship management, not asset gathering.



Job Summary:


The role will work side by side with the firm's principal advisory team on all aspects of wealth management, including managing client relationships, identifying and meeting client needs, and developing, presenting, and overseeing the implementation of financial plans. The position is not expected to create new client introductions, however, is responsible for demonstrating how potential clients can benefit from working with the firm, directing the planning and onboarding processes, and deepening the client relationship.


Essential Duties and Responsibilities:

  • Prepare financial planning, asset allocation, and investment performance reports for client meetings
  • Support the Senior Advisors in creating and assembling materials for client meetings
  • Attend client meetings
  • Assist in the execution of client recommendations
  • Assist the Senior Advisors in evaluating client financial strategies and decisions by conducting financial analyses on a wide range of investment, tax, estate, and financial planning topics
  • Perform research in investments, income tax planning, estate planning, employee benefits, the impact of recent regulations, and financial markets
  • Manage workflow and prioritize projects


This role will immediately begin work in the following areas:


  • Investment strategies
  • Financial modeling
  • Asset allocation
  • Cash flow strategies
  • Tax planning
  • Retirement planning
  • Insurance Strategies
  • Estate planning
  • Charitable giving
  • Financial and portfolio reporting



Qualifications:

  • Bachelor’s degree or higher
  • Certified Financial Planner designation a plus
  • FINRA series 7, 66 a plus
  • Experience with goals-based planning software (ex.. eMoney, MoneGuidePro)
  • Excellent interpersonal, communication, presentation, and listening skills
  • Ability to understand and explain sophisticated financial concepts and issues
  • Strong problem-solving skills
  • Detail-oriented, accurate, organized, able to set priorities, self-starter
  • Financial planning/wealth management acumen, judgment, and experience
  • Passionate about doing what is best for clients and limiting conflicts inherent in the broader industry
  • Team player, collaborative, able to work with and through others
  • Desire/ability to work successfully in a small company environment
  • Proficiency with Word, Excel, and PowerPoint

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