What are the responsibilities and job description for the Financial Planner position at TalentLink Solutions?
We are an established wealth management firm. We specialize in financial planning and legacy planning for high-income earners, high-net-worth individuals, and their families.
Our approach is centered around the planning process. We create comprehensive, tailored plans for every client. We pride ourselves on providing exceptional service and care to our clients. Our team is small, collaborative, and supportive.
We are now seeking a Financial Planner to join our team. In this role, you will develop long-term relationships with clients, manage client relationships, and provide advanced financial planning and investment solutions.
You will engage with prospective clients, expand your professional network, and generate new business opportunities. You will support the discovery and onboarding process, prepare for meetings, take notes, and follow up on action items. You will also prepare financial plans, investment recommendations, and research clients' technical questions.
Responsibilities:
- Engage with clients to understand their financial objectives and concerns.
- Retain and enhance client relationships through education, excellent service, and exceptional experiences.
- Prepare agendas for meetings and complete post-meeting tasks.
- Complete financial analyses and ensure client assets are invested according to their risk tolerance and goals.
- Gather data from clients, analyze their financial situation, and develop strategic plans.
- Collaborate with the team to deliver prompt and thorough client service.
- Work with external professionals to provide holistic financial solutions.
- Develop relationships with influencers to obtain referrals.
- Drive new business and attract new clients.
- Maintain accurate records of client interactions.
- Represent the firm in a positive and professional manner.
Qualifications:
- Bachelor's degree in finance, financial planning, or a related field required.
- CFP designation required.
- 3-5 years of progressive client-facing experience in investment management, wealth management, or financial planning.
- Experience working with custodial platforms and software such as Wealthbox CRM, eMoney, Holistiplan.
- Proficient in Excel, PowerPoint, and Outlook.
- Genuine interest in serving clients.
- Subject matter expert in financial planning and complex cases.
- Excellent verbal, written, presentation, listening, and interpersonal communication skills.
- Strong time management and organizational skills.
