Certified Financial Planner

Talon Hiring Solutions; Birmingham (AL); On-site; USD 70,000 - 100,000; Full time

Job summary

Talon Hiring Solutions is seeking a Certified Financial Planner™ (CFP®) for their client in Hoover, AL. The role involves delivering comprehensive financial planning services to high-net-worth individuals, including developing tailored strategies for wealth accumulation and tax optimization.

Candidates must have a CFP® designation and a bachelor's degree in Finance or related fields. Experience with high-net-worth clients and proficiency in financial planning software are also required.

Qualifications

• CERTIFIED FINANCIAL PLANNER™ (CFP®) designation required.
• Bachelor's degree in a relevant field.
• Experience in tax strategy and working with high-net-worth clients.

Responsibilities

• Conduct detailed client interviews to assess financial situations.
• Develop and monitor comprehensive financial plans.
• Prepare and present client-ready reports and recommendations.

Skills

Analytical skills

Communication abilities

Organization skills

Proficiency in Microsoft Excel

Financial planning software

Education

Bachelor's degree in Finance, Accounting, Business, or related field

CERTIFIED FINANCIAL PLANNER™ (CFP®) designation

Tools

eMoney

MoneyGuidePro

Salesforce

Job description

Talon Hiring Solutions has a client in the Hoover, AL that is looking for a Certified Financial Planner™ (CFP®) to join a fast-paced, independent wealth management and financial planning firm. This role is responsible for delivering comprehensive financial planning services to high-net-worth individuals and families, helping clients define and achieve their long-term financial goals.

What you will do:

• Conduct detailed client interviews to assess full financial situations, goals, and risk tolerance
• Develop, implement, and monitor comprehensive financial plans
• Create tailored strategies for wealth accumulation, income planning, tax optimization, and risk management
• Utilize financial planning software (e.g., eMoney, MoneyGuidePro) to build and maintain accurate plans
• Prepare and present client-ready reports, recommendations, and financial narratives
• Maintain accurate client data and engagement through CRM tools (e.g., Salesforce)
• Collaborate with internal team members to ensure high-quality client service and plan execution

What you will bring:

• CERTIFIED FINANCIAL PLANNER™ (CFP®) designation required
• Bachelor's degree in Finance, Accounting, Business, or related field
• Experience in tax strategy
• Advanced certifications (CPA, CLU, ChFC, CEPA, MBA) are a plus
• Experience working with high-net-worth clients preferred
• Knowledge of life, health, disability, and long-term care insurance products
• Strong analytical and quantitative skills
• Excellent communication and presentation abilities
• Proficiency in Microsoft Excel, PowerPoint, and financial planning software
• Strong organizational skills with the ability to manage multiple priorities