Financial Planner

Overview Talon Hiring Solutions has a client in the Hoover, AL that is looking for a Certified Financial Planner™ (CFP®) to join a fast-paced, independent wealth management and financial planning firm. This role is responsible for delivering comprehensive financial planning services to high-net-worth individuals and families, helping clients define and achieve their long-term financial goals. Responsibilities Conduct detailed client interviews to assess full financial situations, goals, and risk tolerance Develop, implement, and monitor comprehensive financial plans Create tailored strategies for wealth accumulation, income planning, tax optimization, and risk management Utilize financial planning software (e.g., eMoney, MoneyGuidePro) to build and maintain accurate plans Prepare and present client-ready reports, recommendations, and financial narratives Maintain accurate client data and engagement through CRM tools (e.g., Salesforce) Collaborate with internal team members to ensure high-quality client service and plan execution Qualifications Bachelor’s degree in Finance, Accounting, Business, or related field Experience in tax strategy Advanced certifications (CPA, CLU, ChFC, CEPA, MBA) are a plus Experience working with high-net-worth clients preferred Knowledge of life, health, disability, and long-term care insurance products Strong analytical and quantitative skills Excellent communication and presentation abilities Proficiency in Microsoft Excel, PowerPoint, and financial planning software Strong organizational skills with the ability to manage multiple priorities #J-18808-Ljbffr Talon Hiring Solutions