Remote Certified Financial Planner - 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:

• Investment strategies
• Financial modeling
• Asset allocation
• Cash flow strategies
• Tax planning
• Retirement planning
• Insurance Strategies
• Estate planning
• Charitable giving
• Financial and portfolio reporting

Qualifications:

• Bachelor’s degree or higher
• Certified Financial Planner required
• FINRA series 7, 66 a plus
• Experience with goals-based planning software (ex.. eMoney, MoneGuidePro)
• Excellent interpersonal, communication, presentation, and listening skills
• Ability to understand and explain sophisticated financial concepts and issues
• Strong problem-solving skills
• Detail-oriented, accurate, organized, able to set priorities, self-starter
• Financial planning/wealth management acumen, judgment, and experience
• Passionate about doing what is best for clients and limiting conflicts inherent in the broader industry
• Team player, collaborative, able to work with and through others
• Desire/ability to work successfully in a small company environment
• Proficiency with Word, Excel, and PowerPoint