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.
PLEASE NOTE: While the position is entirely remote, the successful candidate must be based in the D.C./Baltimore metro area.
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 Principal 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 required
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