Note: The job is a remote job and is open to candidates in USA. TalentLink Solutions is a boutique tax strategy and wealth management firm specializing in comprehensive financial planning for high-income entrepreneurs. They are seeking a seasoned advisor and planner to manage complex client relationships and lead the development of integrated financial plans across various domains including tax, legal, and investments.
Responsibilities
- Partner with clients to analyze, research, and implement solutions in their individual financial situations; in partnership with a Senior Advisor on as needed basis
- Leads strategic development of financial plans; continuously monitor clients’ financial situations with detail and accuracy, with the ability to see the entire strategic financial picture
- Collaborate with client’s other professionals i.e., attorney’s and CPA’s and any other external sources
- Demonstrate excellent people skills by being confident in the delivery of advice to clients via conference call or face-to-face meetings
- Focus entirely on the client experience to keep clients through and beyond consulting cycle, always looking for more opportunities to deepen the relationship
- Maintain high ethical standards and confidentiality at all times
- Prepare, coordinate, and follow through on any needed communication with new or existing clients
- Partner with Associate Advisor as available or needed on client work
- Use CRM to manage client workflow and document client activity
- Continue to help build infrastructure within the firm through team meetings – workflows, instructions, etc
- Maintain and continue to build internal software effectiveness
- Track Client Referrals - input referrals into CRM as prospects and set follow up for appropriate party
Skills
- Bachelor's degree required, preferably in business, accounting, finance, economics
- Advanced degree or additional certifications highly desired (CFP, CFA, MBA, ChFC, CPA, JD)
- Ability to manage complex client projects, with a thoughtful and diligent process
- Excellent knowledge of regulations, financial planning and investment management
- Advanced level proficiency in Microsoft Office
- Strong verbal and written communication skills
- Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems
- Experience working with ultra-high income or net-worth entrepreneurs and business owners highly preferred
- Familiarity with eMoney, Advisor Engine aka: Junxure, Orion, Holistiplan or similar softwares preferred
- Experience working with Schwab as custodian preferred
Company Overview