Certified Financial Planner (CFP) - Talently Recruiting
Washington, DC 20007
About the Job
Job Title: Certified Financial Planner (CFP)
Location: Greater DC area, Hybrid
Salary: $115K-$175K + bonus + benefits
Skills: Certified Financial Planner / CFP / Financial Planner / Wealth Planner
About Company / Opportunity: We are an Independent RIA firm seeking a polished and seasoned CFP professional for a client facing relationship management role. Our firm serves the needs of high net worth and ultra-high net worth individuals and their families.
In this role, the qualified individual will be responsible for managing the day to day advisory and estate planning needs of a subset of UHNW and HNW clients. This role will be responsible for delegating up and down to colleagues and team members to ensure advisory, estate planning, and service needs are met while maintaining an elevated level of service.
Responsibilities:
- Primary or lead relationship manager for a subset of HNW and UHNW clients.
- Be the conduit between leadership, client service teams, and clients to execute on advisory, estate planning, governance, organization, service, and ad hoc client requests and projects.
- Lead discussions with clients and interact with the client’s other third party professionals and COIs on planning and reporting, including client cash flow needs, budgeting, and investment management implications.
- Interact with third party portfolio managers and/or their teams on details of transactions, valuations, and investment financial statements.
- Draft and present client-facing and internal guidance memos related to client day to day investment transaction process and planning.
Must-Have Skills:
- CFP designation or desire to obtain
- 5+ years of experience in the financial planning industry & minimum 2 years in a financial planning role.
- Fiduciary mindset and focus driven, with a strong sense of accountability, obligation, and dedication to client needs.
Nice to Have Skills:
- Familiarity with planning software such as eMoney
- Prior experience working with sophisticated multi-generational clients
- Entrepreneurial mindset
CFP designation or desire to obtain 5+ years of experience in the financial planning industry & minimum 2 years in a financial planning role. Fiduciary mindset and focus driven, with a strong sense of accountability, obligation, and dedication to client needs.
Source : Talently Recruiting
