Senior Financial Planner - Remote/Hybrid Wealth Planning

TalentLink Solutions; Kirkland (WA); Hybrid; USD 120,000 - 180,000; Full time

Job summary

TalentLink Solutions seeks a seasoned Financial Planner to strengthen our advisory team. You will research and model complex planning decisions, prepare advice for client meetings, and coordinate follow-through across tax, investments, estate planning, insurance, retirement, and executive compensation.

Join a small, owner-led firm serving high-net-worth clients with a focus on personal, deeply considered guidance. This role emphasizes execution and client impact over business development.

Qualifications

• At least seven years of experience serving wealth management clients with substantial responsibility for financial planning analysis and client advice.
• A bachelor's degree, preferably in finance, accounting, economics, business, or a related discipline.
• Series 65 preferred; CFP certification strongly preferred; progress toward certification considered.

Responsibilities

• Build and maintain net worth statements, cash-flow projections, retirement scenarios, tax estimates, and other decision models.
• Test assumptions behind analyses and explain consequences of different choices.
• Prepare accurate, decision-ready analyses and presentations for client meetings.

Skills

Wealth management experience

Financial planning analysis

Executive compensation knowledge

Analytical reasoning

Communication

Education

Bachelor's degree in finance or related field

Tools

eMoney

Wealthbox

Addepar

Pershing

Missive

Microsoft 365

Job description

TalentLink Solutions seeks a seasoned Financial Planner to strengthen our advisory team. You will research and model complex planning decisions, prepare advice for client meetings, and coordinate follow-through across tax, investments, estate planning, insurance, retirement, and executive compensation.

Join a small, owner-led firm serving high-net-worth clients with a focus on personal, deeply considered guidance. This role emphasizes execution and client impact over business development.