CFP Relationship Manager — Wealth Planning & Client Support

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

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.