What are the responsibilities and job description for the Certified Financial Planner position at Talently?
Job Title : Senior Wealth Advisor / CFP / CFA
Location : Amarillo, TX
Salary : $125K- $250K
Skills : Certified Financial Planner / CFP / CFA
About Company / Opportunity :
The Senior Wealth Advisor position will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The right person for this role will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
We are a privately held, national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry.
Responsibilities :
- Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
- Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
- Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios
- Participate in building new client relationships in collaboration with strategic partners
- Commitment to advanced continuing education and team development at all levels
- Train and mentor associates across the wealth advisory team
Must-Have Skills :
10 years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience
Series 65, CFP or CFA required
Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
Depth of experience working with high net worth or ultra-high net worth clients
Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
All Senior Wealth Advisors must have a clean U4 with no disclosures.
Salary : $125,000 - $250,000
