CFP Relationship Manager: Wealth Planning & Client Strategy

TalentWealth; Atlanta (GA); On-site; USD 85,000 - 130,000; Full time

Job summary

TalentWealth Recruiting is partnering with an Atlanta‑based independent wealth management firm to hire a CFP‑certified Relationship Manager. You will oversee a segment of existing client relationships and focus on planning and relationship management rather than asset gathering.

The role involves working with the principal advisory team to develop, present, and oversee the implementation of comprehensive financial plans, ensuring client needs are met with thoughtful strategies.

Qualifications

• Bachelor’s degree or higher.
• FINRA Series 7, 66 (or 65,63) is preferred.
• Experience with goals-based planning software (eMoney, MoneyGuidePro).
• Excellent interpersonal, communication, presentation, and listening skills.
• Ability to explain sophisticated financial concepts clearly.

Responsibilities

• Prepare financial planning, asset allocation, and investment reports for client meetings.
• Support the Senior Advisors in creating materials for client meetings.
• Attend client meetings and assist in executing recommendations.
• Evaluate client financial strategies through analyses of investments, tax, estate planning, and planning topics.
• Perform research on investments, taxes, estate planning, benefits, and regulatory impacts.
• Manage workflow and prioritize projects while supporting relationship growth.

Skills

Interpersonal skills

Communication

Presentation skills

Listening skills

Analysis of financials

Team player

Education

Bachelor’s degree or higher

Tools

Excel

Word

PowerPoint

eMoney

MoneyGuidePro

Job description

TalentWealth Recruiting is partnering with an Atlanta‑based independent wealth management firm to hire a CFP‑certified Relationship Manager. You will oversee a segment of existing client relationships and focus on planning and relationship management rather than asset gathering.

The role involves working with the principal advisory team to develop, present, and oversee the implementation of comprehensive financial plans, ensuring client needs are met with thoughtful strategies.