About this opportunity
TalentWealth lists this Certified Financial Planner opportunity in lutz, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Lutz, FL is a well-established $500MM+ AUM independent practice in need of an experienced Certified Financial Planner to join their team.
This is a unique opportunity as the role will focus on relationship management and financial plan discussions with already established relationships and offers a competitive base salary plus bonus full benefits, profit share, 401k w/ match, and PTO.
Essential Duties and Responsibilities:
Prepare financial planning, asset allocation, and investment performance reports for client meetings
Handle client review meetings and presenting of new financial plans to clients
Attend client meetings and eventually run meetings on their own
Assist in the execution of client recommendations
Assist the Senior Advisors in evaluating client financial strategies and decisions by conducting financial analyses on a wide range of investment, tax, estate, and financial planning topics
Qualifications:
Bachelor's degree or higher
FINRA series 7 and 66 highly preferred
Certified Financial Planner certification required
Experience with goals-based planning software (e.G. 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
Worksite address
lutz, FL, 33549, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.