What are the responsibilities and job description for the Associate Financial Planner - Financial Services position at TalentLink Solutions?
Our firm is an established, fee-only RIA located in North County, San Diego, carefully managing approximately $250 million. We take great pride in helping over 100 high-net-worth families across 30 states successfully navigate retirement and avoid overpaying the IRS. Clients choose us for our expertise in retirement and tax planning and stay with us because of the outstanding service and high-quality advice they receive.
We have built a strong reputation for excellence and are widely acknowledged for our award-winning planning team, which is committed to putting our clients’ interests first. As a small, collaborative team, every role is uniquely important, and we consistently support one another to ensure nothing slips through the cracks.
We are seeking a Associate Financial Planner to support our planning team and clients and contribute to our continued rapid growth. You will collaborate closely with our planning team, learning from them and engaging in several key areas such as :
- Data gathering and analysis
- Developing financial planning recommendations, researching, and resolving complex cases
- Responsibilities around reporting, meeting preparation, client service, plan implementation, and anything else that may help to move the business forward.
You bring a strong understanding of financial concepts, a deep commitment to doing what’s right, and a passion for helping people. You can work autonomously, hold yourself accountable, and have a keen eye for detail. Your resourcefulness and dedication to tasks and deadlines ensure you thrive in a fast-paced environment.
You are enthusiastic about the opportunity to pick up the phone and provide clients with the industry-leading service they’ve come to expect. You love systems and processes and are always looking for ways to create efficiencies.
Perhaps most importantly, you are wildly passionate about this profession and eager to specialize in retirement planning!
Responsibilities will include :
We are looking for a candidate who has :
What we offer :
If you’re passionate about financial planning, thrive in a collaborative environment, and want to be part of a firm committed to excellence , we’d love to hear from you!
