Certified Financial Planner

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Lutz, FL is a well-established $500MM+ AUM independent practice in need of an experienced Certified Financial Planner to join their team.

All potential candidates should read through the following details of this job with care before making an application.
This is a unique opportunity as the role will focus on relationship management and financial plan discussions with already established relationships and offers a competitive base salary plus bonus full benefits, profit share, 401k w/ match, and PTO.
Essential Duties and Responsibilities:
Prepare financial planning, asset allocation, and investment performance reports for client meetingsHandle client review meetings and presenting of new financial plans to clientsAttend client meetings and eventually run meetings on their ownAssist in the execution of client recommendationsAssist the Senior Advisors in evaluating client financial strategies and decisions by conducting financial analyses on a wide range of investment, tax, estate, and financial planning topics
Qualifications:Bachelor’s degree or higherFINRA series 7 and 66 highly preferredCertified Financial Planner certification requiredExperience with goals-based planning software (e.g. eMoney, MoneGuidePro)Excellent interpersonal, communication, presentation, and listening skillsAbility to understand and explain sophisticated financial concepts xzbcwsv and issuesStrong problem-solving skillsDetail-oriented, accurate, organized, able to set priorities, self-starterFinancial planning/wealth management acumen, judgment, and experiencePassionate about doing what is best for clients and limiting conflicts inherent in the broader industryTeam player, collaborative, able to work with and through othersDesire/ability to work successfully in a small company environmentProficiency with Word, Excel, and PowerPoint