Talon Wealth
6 days ago Be among the first 25 applicants
Talon Wealth is an independent, fiduciary financial advisor specializing in helping those in or near retirement navigate financial planning and investing.
At Talon Wealth, understanding our clients life goals is essential to planning their financial future. We specialize in growing and protecting retirement assets, tailoring our services to meet their unique needs. Our comprehensive wealth plans at Talon Wealth will encompass cash flow analysis, credit management, tax planning, asset allocation, and more. We are committed to helping our clients manage both financial and non-financial assets effectively.
Role Description The Financial Advisor will be responsible for providing personalized financial planning services, including retirement planning, investment advising, and comprehensive financial management. Daily tasks will include analyzing clients\' financial status, developing wealth plans, and offering strategic investment advice. The role requires a high level of client interaction to understand their goals and ensure their financial needs are met.
Qualifications
5+ years of experience as a financial advisor or planner
Strong understanding of retirement-focused financial strategies
FINRA Series 7 and 66 (or Series 63/65) licenses required
CFP designation preferred but not required
Proven ability to build client relationships and grow a book of business
Must be comfortable working in a 1099 commission-only role
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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Talon Wealth is an independent, fiduciary financial advisor specializing in helping those in or near retirement navigate financial planning and investing.
At Talon Wealth, understanding our clients life goals is essential to planning their financial future. We specialize in growing and protecting retirement assets, tailoring our services to meet their unique needs. Our comprehensive wealth plans at Talon Wealth will encompass cash flow analysis, credit management, tax planning, asset allocation, and more. We are committed to helping our clients manage both financial and non-financial assets effectively.
Role Description The Financial Advisor will be responsible for providing personalized financial planning services, including retirement planning, investment advising, and comprehensive financial management. Daily tasks will include analyzing clients\' financial status, developing wealth plans, and offering strategic investment advice. The role requires a high level of client interaction to understand their goals and ensure their financial needs are met.
Qualifications
5+ years of experience as a financial advisor or planner
Strong understanding of retirement-focused financial strategies
FINRA Series 7 and 66 (or Series 63/65) licenses required
CFP designation preferred but not required
Proven ability to build client relationships and grow a book of business
Must be comfortable working in a 1099 commission-only role
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
#J-18808-Ljbffr