What are the responsibilities and job description for the Remote Certified Financial Planner position at TalentWealth?
At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD is an independent fee-based practice managing over 1 billion in client assets and is looking for a CFP professional to join their team as a Relationship Manager and oversee a segment of the firm's existing clients. This role is ideal for a CFP professional who wants to focus on planning and relationship management, not asset gathering.
PLEASE NOTE : While the position is entirely remote, the successful candidate must be based in the D.C. / Baltimore metro area.
Essential Duties and Responsibilities :
- Prepare financial planning, asset allocation, and investment performance reports for client meetings
- Support the Senior Advisors in creating and assembling materials for client meetings
- Attend client meetings
- Assist in the execution of client recommendations
- Assist the Principal Advisors in evaluating client financial strategies and decisions by conducting financial analyses on a wide range of investment, tax, estate, and financial planning topics
- Perform research in investments, income tax planning, estate planning, employee benefits, the impact of recent regulations, and financial markets
- Manage workflow and prioritize projects
This role will immediately begin work in the following areas :
Qualifications :
