Certified Financial Planner

TalentWealth; Atlanta (GA); On-site; USD 110,000 - 150,000; Full time

Job summary

TalentWealth Recruiting partners with independent wealth firms and seeks a Relationship Manager/CFP in Atlanta. You will work with the advisory team on comprehensive wealth planning, client needs assessment, and plan implementation. You will guide onboarding, deepen client relationships, and demonstrate the value of planning-based advice.

The role emphasizes planning and relationship management over asset gathering, with collaboration across senior advisors and support staff to meet client goals.

Qualifications

• Bachelor’s degree or higher required.
• FINRA Series 7 and 66 (or 65/63) licenses required or in place.
• Experience with goals-based planning software (e.g., MoneyGuidePro, eMoney) preferred.
• Strong interpersonal, communication, presentation, and listening skills.
• Ability to explain sophisticated financial concepts clearly and accurately.
• Detail-oriented, organized, and self-motivated.

Responsibilities

• Prepare financial planning, asset allocation, and investment performance reports for client meetings.
• Support Senior Advisors in creating materials for client meetings.
• Attend client meetings and assist in executing client recommendations.
• Evaluate client financial strategies through analysis of investments, taxes, estate planning, and planning topics.
• Research investments, taxes, estate planning, employee benefits, regulations, and markets.
• Manage workflow and prioritize projects; contribute to investment strategies and planning.

Skills

Interpersonal communication

Presentation skills

Listening skills

Financial concepts communication

Attention to detail

Organized

Self-starter

Team player

Education

Bachelor’s degree or higher

FINRA Series 7, 66 (or 65,63)

Tools

MoneyGuidePro

eMoney

PowerPoint

Job description

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Atlanta is a well-established independent firm managing over 550M in client assets and 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.

Job Summary:

The Relationship Manager/CFP works 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 Relationship Manager/CFP is not expected to create new client introductions, however, the Relationship Manager/CFP 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:

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
• The Relationship Manager will immediately begin work in the following areas:
• Investment strategies
• Asset allocation
• Cash flow strategies
• Tax planning
• Insurance Strategies
• Charitable giving
• Financial and portfolio reporting

Qualifications:

• Bachelor’s degree or higher
• FINRA series 7, 66 (or 65,63)
• 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