[Remote] Financial Planner - Wealth Management (S)

Note: The job is a remote job and is open to candidates in USA. TalentLink Solutions is a high-growth, forward-thinking Multi-Family Office Advisory Firm seeking Financial Planners to lead the charge in revolutionizing financial planning. The role involves driving sophisticated strategies for high-net-worth clients, focusing on investment management, taxes, and risk management while working in a fully remote environment.

Responsibilities
• Lead the financial planning process, driving sophisticated strategies that cover taxes, cash flow, legal, risk management, investing, and more
• Work with visionary entrepreneurs who are pushing the boundaries of what’s possible
• Manage client relationships and take ownership of high-impact projects
• Juggle multiple high-stakes projects, keeping everything on track, and turning complex problems into clear, actionable solutions
• Utilize tech tools like Microsoft Office, eMoney, Redtail, and Holistiplan to improve client service and team collaboration

Skills
• 3+ years mastering investment management, wealth management, and financial planning
• Deep knowledge of taxes, cash flow, insurance, investments, and advising high-net-worth business owners
• Credentials such as CFP, CFA, CPA, EA, MBA, ChFC
• Experience and results that set you apart
• Client leadership skills with experience managing client relationships and high-impact projects
• Project management skills, able to juggle multiple high-stakes projects and turn complex problems into actionable solutions
• Comfortable with tech tools like Microsoft Office, eMoney, Redtail, and Holistiplan

Benefits
• Unlimited paid time off (PTO)
• Health benefits
• 401(k) matching

Company Overview
• TalentLink Solutions provides human resources consulting for the financial services community. It was founded in 2014, and is headquartered in San Diego, California, USA, with a workforce of 2-10 employees. Its website is http://talentlinksolutions.com/.

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