Job Description
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 Apply tot his job