Financial Advisor - Client-Focused Wealth Planner

TalentLink Solutions; Tampa (FL); Sur place; USD 100 000 - 140 000; Plein temps

Avantages offerts par ce poste

Annual base salary

Discretionary bonus

ICHRA health insurance reimbursement

401k with employer contribution

Résumé du poste

TalentLink Solutions in Tampa, FL seeks an experienced Financial Advisor to join a small, client-focused team. You will support the Lead Advisor, handle client meetings, deliver thoughtful financial guidance, and maintain service standards across relationships with clients, CPAs, and attorneys.

You will guide planning, reporting, and ongoing client service, with a focus on empathy, communication, and initiative in a fee-only wealth-management setting.

Qualifications

• Bachelor's degree required in finance, economics, accounting, or related field.
• 3+ years of experience managing client relationships in financial planning or wealth management.
• CFP designation preferred; candidates progressing toward CFP will be considered.
• Experience developing financial plans and translating complex information into actionable recommendations.
• Strong communication and client-relations skills with a genuine service mindset.

Responsabilités

• Support the Lead Advisor with ongoing and prospective client relationships, including meeting prep, financial planning, research, materials, and follow-up.
• Independently lead meetings and serve as the primary contact for a subset of clients as relationships transition.
• Develop and maintain comprehensive financial plans addressing retirement, cash flow, investments, insurance, tax, and estate planning.
• Prepare client reports, financial summaries, and planning presentations.
• Respond to client questions and maintain accurate CRM data in Wealthbox.
• Collaborate with the team on portfolio recommendations, account activity, and new accounts.
• Improve planning processes and the client experience through active use of firm technology.

Connaissances

Client relationship management

Communication skills

Empathy

Initiative / self-starter

Formation

Bachelor's degree in finance, economics, accounting, or related field

CFP designation preferred

Outils

eMoney

Jump AI

Holistiplan

Wealthbox

Black Diamond

Description du poste

TalentLink Solutions in Tampa, FL seeks an experienced Financial Advisor to join a small, client-focused team. You will support the Lead Advisor, handle client meetings, deliver thoughtful financial guidance, and maintain service standards across relationships with clients, CPAs, and attorneys.

You will guide planning, reporting, and ongoing client service, with a focus on empathy, communication, and initiative in a fee-only wealth-management setting.