What are the responsibilities and job description for the Investment Planning Specialist position at TalentLink Solutions?
TalentLink Solutions is a dynamic and innovative wealth management firm dedicated to delivering exceptional client experiences and fostering long-term relationships. As a Wealth Advisor, you will play a key role in driving our growth and success.
Our ideal candidate will possess excellent communication skills, be able to build strong relationships with clients, and have a deep understanding of financial planning principles. You should also be proficient in using CRM software and Microsoft Office applications.
In this role, you will develop and execute comprehensive financial plans that meet the unique needs of our clients. You will engage with clients, analyze their financial situations, and recommend personalized solutions to achieve their goals.
Responsibilities:
- Prepare agendas for client meetings and ensure timely completion of post-meeting action items
- Complete financial planning analyses and wealth management activities
- Develop and maintain accurate records of client interactions and information in the CRM system
- Collaborate with the team to deliver prompt and thorough client service
- Actively drive new business and attract new clients to the firm
Requirements:
- 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 various custodial platforms (Schwab, Fidelity, etc.)
