Senior Financial Planner — Remote, High-Impact Analysis

TalentLink Solutions; Kirkland (WA); Hybrid; USD 120,000 - 150,000; Full time

Job summary

TalentLink Solutions is seeking a Senior Financial Planner to enhance advisory quality and ensure actions align with client decisions. You will work across tax, investments, estate planning, and executive compensation, translating complex analyses into clear client guidance.

You will collaborate with owner-advisors and a service team, focusing on accurate, complete analyses and timely follow-through to turn recommendations into results.

Qualifications

• Seven or more years serving wealth management clients.
• Bachelor's degree in finance, accounting, economics, or related field.
• Strong knowledge of retirement planning, investments, asset allocation.
• Experience presenting financial planning material with clear judgment.
• Exceptional written communication and attention to detail.
• Ability to manage multiple priorities with open team communication.
• Discretion with confidential client information.
• Series 65 preferred. CFP strongly preferred.

Responsibilities

• Build and maintain client analyses and models; explain consequences of different choices.
• Research planning questions involving RSUs, stock options, concentrated positions, charitable giving, liquidity events, and multiyear tax strategy.
• Review portfolios and develop recommendations aligned with the financial plan and client circumstances.
• Prepare accurate, decision-ready analyses and presentations for client meetings.
• Coordinate with advisors, teammates, and outside professionals to ensure follow-through.
• Maintain client information and workflows in the firm's systems; identify friction and propose improvements.
• Close the loop so clients never have to wonder what happens next.

Skills

Wealth management

Financial planning

Client communication

Analytical reasoning

Team collaboration

Education

Bachelor's degree

Tools

eMoney

Wealthbox

Addepar

Pershing

Missive

Microsoft 365

Job description

TalentLink Solutions is seeking a Senior Financial Planner to enhance advisory quality and ensure actions align with client decisions. You will work across tax, investments, estate planning, and executive compensation, translating complex analyses into clear client guidance.

You will collaborate with owner-advisors and a service team, focusing on accurate, complete analyses and timely follow-through to turn recommendations into results.