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Certified Financial Planner

Job in Birmingham, Jefferson County, Alabama, 35275, USA
Listing for: Talon Hiring Solutions
Full Time position
Listed on 2026-06-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

Talon Hiring Solutions has a client in the Hoover, AL that is looking for a Certified Financial Planner™ (CFP®) to join a fast-paced, independent wealth management and financial planning firm. This role is responsible for delivering comprehensive financial planning services to high-net-worth individuals and families, helping clients define and achieve their long-term financial goals.

What you will do:
  • Conduct detailed client interviews to assess full financial situations, goals, and risk tolerance
  • Develop, implement, and monitor comprehensive financial plans
  • Create tailored strategies for wealth accumulation, income planning, tax optimization, and risk management
  • Utilize financial planning software (e.g., eMoney, Money Guide Pro ) to build and maintain accurate plans
  • Prepare and present client-ready reports, recommendations, and financial narratives
  • Maintain accurate client data and engagement through CRM tools (e.g., Salesforce)
  • Collaborate with internal team members to ensure high-quality client service and plan execution
What you will bring:
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) designation required
  • Bachelor's degree in Finance, Accounting, Business, or related field
  • Experience in tax strategy
  • Advanced certifications (CPA, CLU, ChFC, CEPA, MBA) are a plus
  • Experience working with high-net-worth clients preferred
  • Knowledge of life, health, disability, and long-term care insurance products
  • Strong analytical and quantitative skills
  • Excellent communication and presentation abilities
  • Proficiency in Microsoft Excel, PowerPoint, and financial planning software
  • Strong organizational skills with the ability to manage multiple priorities
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