- The following duties generally represent the nature and level of work assigned:
- 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 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
- Perform research in investments, income tax planning, estate planning, employee benefits, the impact of recent regulations, and financial markets
- Manage workflow and prioritize projects
- Investment strategies
- Deferred Stock
- Asset allocation
- Cash flow strategies
- Tax planning
- Retirement planning
- Insurance Strategies
- Estate planning
- Charitable giving
- Financial and portfolio reporting
- Bachelor's degree or higher
- FINRA Series 65 preferred
- Certified Financial Planner designation a plus (or willing to obtain within two years)
- 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
-
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Certified Financial Planner - Bellevue, United States - TalentWealth
Description
At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client located in Bellevue, WA is a well-established independent practice in need of a Certified Financial Planner to join their team.
This is a unique fully remote opportunity that will focus on financial planning (not asset gathering) while maintaining current relationships and offers a high-end salary plus bonus, full benefits, 401k w/ match, and PTO.
Essential Duties and Responsibilities:
The position will focus on the following areas:
Qualifications:
