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
- Financial modeling
- Asset allocation
- Cash flow strategies
- Tax planning
- Retirement planning
- Insurance Strategies
- Estate planning
- Charitable giving
- Financial and portfolio reporting
Qualifications:
- Bachelor’s degree or higher
- Certified Financial Planner required
- FINRA series 7, 66 a plus
- 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
