Job Description
At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Lutz, FL is a well-established $500MM+ AUM independent practice in need of an experienced Certified Financial Planner to join their team.
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This is a unique opportunity as the role will focus on relationship management and financial plan discussions with already established relationships and offers a competitive base salary plus bonus full benefits, profit share, 401k w/ match, and PTO.
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Essential Duties and Responsibilities:
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- Prepare financial planning, asset allocation, and investment performance reports for client meetings
- Handle client review meetings and presenting of new financial plans to clients
- Attend client meetings and eventually run meetings on their own
- 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
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Qualifications:
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- Bachelor’s degree or higher
- FINRA series 7 and 66 highly preferred
- Certified Financial Planner certification required
- Experience with goals-based planning software (e.g. 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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