At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client located in Bellevue, WA is a well-established independent practice in need of a Certified Financial Planner to join their team.
This is a unique fully remote opportunity that will focus on financial planning (not asset gathering) while maintaining current relationships and offers a high-end salary plus bonus, full benefits, 401k w/ match, and PTO.
Essential Duties and Responsibilities:
The following duties generally represent the nature and level of work assigned:
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
The position will focus on the following areas:
Investment strategies
Deferred Stock
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
FINRA Series 65 preferred
Certified Financial Planner designation a plus (or willing to obtain within two years)
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