Certified Financial Planner

At Talent Wealth Recruiting, we partner with independent wealth management firms nationwide to attract and place top-tier professionals. Our client, a highly respected independent wealth management firm in Denver overseeing is seeking a motivated and client-focused CFP/Service Advisor to join their team and work in close partnership with the Founder and Wealth Management Advisor.

This role is integral to all aspects of the wealth management process, including managing existing client relationships, proactively identifying and addressing client needs, and developing, presenting, and overseeing the implementation of comprehensive financial plans.

While the Service Advisor is not responsible for sourcing new client introductions, they play a critical role in articulating the firm’s value proposition to prospective clients, leading the planning and onboarding processes, and strengthening long-term client relationships through ongoing engagement and service excellence.

• Lead and direct discovery, decision, and review meetings for current and prospective clients.
• Heading up and providing care for select existing clients
• Monitor and adjust asset allocations
• Uncover and receive new assets from existing clients
• Build long-lasting relationships, offer guidance, and provide solutions to help clients meet their financial goals and objectives
• Develop a thorough understanding of each client s financial situation to create and maintain customized investment strategies
• Manages the financial life cycle of our client families in all phases – accumulation, maintenance, and wealth transfer
• Solve complicated financial planning, estate, tax, and retirement issues
• Understands financial concepts including Investment Models, Securities, Real Estate, Risk/Risk Tolerance, Estate Planning Tools, Tax (Personal and business), Trusts, and Insurance
• Collaborate with Portfolio Manager to ensure the client is invested appropriately.
• Organize and direct client priorities and tasks amongst teammates.
• Quick decision-making in response to changing conditions
• Client and team collaboration focused on results
• Directive leadership to assure business goals are achieved
• Delegation of details as necessary, with follow-up on timeliness and quality
• Receiving client referrals and transmitting them to the marketing team
• Interfacing with trading, compliance, and client service teams.

• Bachelor’s degree or higher
• Experience with goals-based planning software (ex.. eMoney, Mone Guide Pro )
• Excellent interpersonal, communication, presentation, and listening skills
• Ability to understand and explain sophisticated financial concepts and issues
• 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, Power Point