Job Description

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Casper, WY is an independent hybrid RIA managing over $450MM AUM in client assets and is looking for a CFP professional to join their team as a Financial Planner to act as a relationship manager for a segment of the firm's existing clients. This role is ideal for a CFP professional who wants to focus on planning and relationship management, not asset gathering.

Essential Duties and Responsibilities:

• Prepare financial planning, asset allocation, and investment performance reports for client meetings
• Attend and run client meetings
• Assist in the execution of client recommendations
• Assist in the creation and delivery of plans to already established clients
• Perform research in investments, income tax planning, estate planning, employee benefits, the impact of recent regulations, and financial markets
• Manage workflow and prioritize projects
• Conduct high level relationship management to high net worth clientele

This role will immediately begin work in the following areas:

• Investment strategies
• Financial modeling
• Asset allocation
• Cash flow strategies
• Tax planning
• Retirement planning
• Insurance Strategies
• Estate planning
• Charitable giving
• Financial and portfolio reporting

Qualifications:

• Bachelor’s degree or higher
• Certified Financial Planner required
• FINRA series 7, 66 preferred, or ability to obtain
• Experience with goals-based planning software (ex. 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

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