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 Bedminster, NJ is a well-established $300MM+ 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 required
• 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