Lead Financial Planner - Fully Remote

TalentLink Solutions
100% virtual work environment
Competitive salary + benefits
Closing date
Feb 7, 2023

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
10 or more years
CFP® Certification
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We are a newly created RIA that has seen extraordinary growth in our first 18 months, having expanded to support 170 households. Our Founders came together after realizing a shared philosophy through 10 years of networking and they have developed a unique and in-depth client delivery like few others in the industry. Our typical clients are entrepreneurs that need consistent, meticulous and ongoing planning, particularly around tax, cash flow, entity structure, and legal issues. We are consultants to our clients with a strong reputation for excellence, performing a significant portion of the discovery work internally and leveraging outside partners as necessary for their expertise. Each of our Lead Advisors manage under 40 relationships due to the depth of planning work required. Additionally, we operate as a fully remote forever team!

We are currently hiring an experienced Advisor to onboard new clients coming to the firm. You will bring experience with tax, legal, investments, insurance (life, DI, LTC, P&C), cash flow, and private investments/real estate for business owners and entrepreneurs. The primary responsibilities will be to build out and implement the plan, review/present client related financial and tax recommendations, and management of client expectations and deliverables. You will be passionate and excited to help take our company to the next level. You are self-driven and recognize the work isn’t complete until the client is taken care of. You love solving problems, are naturally curious, and always eager to learn more. You are a natural project manager, leaving no stone unturned and ensuring details are locked in.

General Responsibilities:

  • Lead, manage, and work with clients to analyze, research, and implement solutions in their individual financial situations; responsible for client retention and overall relationship
  • Leads strategic development of financial plans; continuously monitor clients’ financial situations with detail and accuracy, with the ability to the look at the big 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—outstanding verbal and non-verbal communication a necessity
  • Maintain high ethical standards and confidentiality at all times
  • Prepare, coordinate, and follow through on any needed communication with new or existing clients
  • Dedicated to networking, continued education and establishing expert relationships with strategic partners in our community


  • Bachelor’s degree required, preferably in business, accounting, finance, economics
  • Advanced degree or additional certifications highly desired (CFP, CFA, MBA, ChFC, CPA, JD)
  • Extensive experience working with entrepreneurs and business owners
  • Ability to manage complex client projects, with a thoughtful and diligent process
  • Be enthusiastic about financial planning
  • Excellent knowledge of regulations, financial planning and investment management
  • Advanced level proficiency in Microsoft Office
  • Familiarity with eMoney, Junxure, Advyzon, Holistaplan or similar softwares preferred
  • Experience working with Schwab as custodian preferred
  • Strong verbal and written communication skills
  • Ability to identify, meet and follow through with client needs and requirements
  • Strong ability to interact effectively with the team
  • Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems
  • Be able to meet deadlines and deal with the stress of ambitious entrepreneurial clients


  • Salary starting at $150,000+ annually
  • Career track available with opportunities for advancement
  • 100% virtual work environment
  • Health insurance reimbursement plan
  • Retirement plan
  • Mentorship and learning opportunities
  • Paid membership fees for industry associations, conference attendance, and continuing education workshops
  • Great working environment with professional growth opportunities


We are an equal opportunity employer. Selected candidate may be required to pass a drug test and background check.


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