Remote Certified Financial Planner

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 meetingsSupport the Senior Advisors in creating and assembling materials for client meetingsAttend client meetingsAssist in the execution of client recommendationsAssist 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 topicsPerform research in investments, income tax planning, estate planning, employee benefits, the impact of recent regulations, and financial marketsManage workflow and prioritize projectsThis role will immediately begin work in the following areas:Investment strategiesFinancial modelingAsset allocationCash flow strategiesTax planningRetirement planningInsurance StrategiesEstate planningCharitable givingFinancial and portfolio reportingQualifications:Bachelor's degree or higherCertified Financial Planner requiredFINRA series 7, 66 a plusExperience with goals-based planning software (ex.. eMoney, MoneGuidePro)Excellent interpersonal, communication, presentation, and listening skillsAbility to understand and explain sophisticated financial concepts and issuesStrong problem-solving skillsDetail-oriented, accurate, organized, able to set priorities, self-starterFinancial planning/wealth management acumen, judgment, and experiencePassionate about doing what is best for clients and limiting conflicts inherent in the broader industryTeam player, collaborative, able to work with and through othersDesire/ability to work successfully in a small company environmentProficiency with Word, Excel, and PowerPoint

Created: 2025-01-14