Certified Financial Planner - Fort Collins, United States - TalentWealth

TalentWealth Fort Collins, United States

6 days ago

Accounting / Finance

Description

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Fort Collins is an independent fee-based practice managing over 200 million in client assets and is looking for an experienced CFP to join their team and manage complex financial planning for their high-net-worth clients.

Job Summary:

The role will work side by side with the firm's principal advisory team on all aspects of wealth management, including managing client relationships, identifying and meeting client needs, and developing, presenting, and overseeing the implementation of financial plans. The position is not expected to create new client introductions, however, is responsible for demonstrating how potential clients can benefit from working with the firm, directing the planning and onboarding processes, and deepening the client relationship.

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 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

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 designation a plus
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

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