Remote Certified Financial Planner

TalentWealth; Washington (District of Columbia); Remote; USD 100,000 - 160,000; Full time

Job summary

A leading company in the financial services sector is seeking a CFP professional to join their team as a Relationship Manager. This remote role focuses on planning and relationship management, overseeing existing clients, and requires strong interpersonal and analytical skills. Ideal candidates will have a Bachelor's degree and relevant certifications. The position offers competitive compensation and benefits.

Benefits

Medical insurance

Vision insurance

401(k)

Qualifications

• FINRA series 7, 66 required.
• Experience with goals-based planning software.

Responsibilities

• Prepare financial planning and investment performance reports.
• Assist in evaluating client financial strategies.
• Manage workflow and prioritize projects.

Skills

Interpersonal Skills

Communication

Problem Solving

Detail-oriented

Team Player

Education

Bachelor’s degree or higher

Tools

eMoney

MoneGuidePro

Word

Excel

PowerPoint

Job description

This range is provided by TalentWealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $160,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from TalentWealth

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD is an independent fee-based practice managing over 1 billion in client assets and is 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.

PLEASE NOTE: While the position is entirely remote, the successful candidate must be based in the D.C./Baltimore metro area.

Essential Duties and Responsibilities:

• 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 Principal 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

This role 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 required
• 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

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Consulting, and Strategy/Planning

• Industries

  Financial Services and Investment Management

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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