Senior Financial Planner / Relationship Manager - CFP® & CPA

Job Description

Myrtle Beach, SC | Remote Opportunity Available

TalentWealth Recruiting is partnering with a growing, independent wealth management firm with approximately $350 million in assets under management to identify an experienced Senior Financial Planner / Relationship Manager .

This is an excellent opportunity for a CFP® and CPA who enjoys the technical side of comprehensive financial planning but also wants to build meaningful, long-term relationships with clients.

This is not a traditional sales or business-development position. There are no production quotas or asset-gathering requirements. The primary focus is taking exceptional care of existing client relationships and delivering sophisticated financial planning. As the firm continues to grow, this individual may occasionally meet with prospective clients who have been referred to the firm and help determine whether there is a mutual fit.

What You'll Do

• Serve as a primary relationship manager for established wealth management clients

• Develop, present, and maintain comprehensive financial plans

• Provide planning guidance across retirement, tax, estate, cash-flow, investment, and other wealth-management considerations

• Bring a strong tax perspective to financial planning conversations and identify opportunities where tax strategy intersects with a client's broader financial picture

• Lead and participate in client review and planning meetings

• Coordinate with clients' outside CPAs, attorneys, and other professional advisors when appropriate

• Utilize RightCapital to develop and update financial plans

• Participate in the firm's EOS operating environment and collaborative team structure

• Occasionally meet with referred prospective clients and help communicate the firm's planning approach

• For candidates who are comfortable doing so, participate in educational videos and other digital content covering financial planning and wealth management topics

What We're Looking For

• CFP® certification required

• CPA designation required

• Strong financial planning knowledge and the ability to communicate complex concepts in an understandable, relatable way

• Experience working directly with high-net-worth individuals and families

• A relationship-oriented approach — someone who genuinely enjoys getting to know clients and becoming a trusted resource for them

• Strong understanding of tax planning and its integration with comprehensive wealth management

• Excellent written and verbal communication skills

• Comfortable working collaboratively within a structured, process-driven organization

• Interest in participating in educational video content is a plus

• No securities licenses are required

Why This Opportunity?

This is a chance to join an established, growing RIA where financial planning and client relationships come first. The firm is fee-only and fiduciary, with a highly personalized approach to helping clients navigate retirement, wealth management, and major financial decisions.

There are no sales metrics or cold prospecting expectations . The successful candidate can focus primarily on what CFP® and CPA professionals do best: solving complex financial problems, developing thoughtful strategies, and building lasting client relationships.

The firm also has a strong digital presence and regularly creates educational wealth-management content, making this an especially interesting opportunity for someone who enjoys communicating financial concepts beyond the traditional client meeting.

Location: Myrtle Beach, SC or 100% Remote

Firm Size: Approximately $350M AUM

Planning Software: RightCapital

Operating System: EOS

Credentials Required: CFP® and CPA

Sales/Production Requirements: None