Senior CFP: Wealth Planning for High-Net-Worth Clients

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 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.