[Remote] Financial Planner - Wealth Management

Note: The job is a remote job and is open to candidates in USA. TalentLink Solutions is a high-growth, forward-thinking Multi-Family Office Advisory Firm seeking Financial Planners to lead innovative financial planning initiatives. The role involves reshaping wealth management for visionary entrepreneurs and business owners, providing sophisticated strategies across various financial domains while enjoying the flexibility of remote work. Responsibilities • Lead the financial planning process, driving sophisticated strategies that cover taxes, cash flow, legal, risk management, investing, and more. • Work with visionary entrepreneurs who are pushing the boundaries of what’s possible. • Manage client relationships and take ownership of high-impact projects. • Juggle multiple high-stakes projects, keeping everything on track, and turning complex problems into clear, actionable solutions. Skills • Deep expertise: You’ve spent 3+ years mastering investment management, wealth management, and financial planning. • You know the intricacies of taxes, cash flow, insurance, investments, and everything that comes with advising high-net-worth business owners. • You’ve worked with people who are already successful, and you know how to elevate them even further. • Credentials that matter: Whether you’re a CFP, CFA, CPA, EA, MBA, ChFC, you’ve got the credentials to back up your deep knowledge. • It’s your experience – and your results – that set you apart. • Client leadership skills: You’re not just an expert – you’re a leader. • You’ve managed client relationships and taken ownership of high-impact projects. • Project management genius: You’re a natural at juggling multiple high-stakes projects, keeping everything on track, and turning complex problems into clear, actionable solutions. • You thrive under pressure and know how to execute. • Tech-forward: You’re comfortable with tech tools like bolthires Office, eMoney, Redtail, and Holistiplan. • You understand that technology is a force-multiplier and are quick to adopt new tools that improve client service and team collaboration. Benefits • Unlimited paid time off (PTO) • Health benefits • 401(k) matching Company Overview • TalentLink Solutions provides human resources consulting for the financial services community. It was founded in 2014, and is headquartered in San Diego, California, USA, with a workforce of 2-10 employees. Its website is Apply tot his job Apply tot his job Apply tot his job