Talent Retriever
Overview
We’re a small, values-driven Registered Investment Advisor (RIA) firm with a big heart and a deep commitment to the clients we serve. Our mission is to be the trusted, dependable partners our clients call when life happens. We provide clarity, confidence, and purpose by aligning wealth with what matters most. The Opportunity
We’re looking for a Financial Planner who is passionate about life cycle planning, guiding clients through every stage of life with thoughtful, personalized advice. This role will involve developing, implementing, and refining the new life cycle financial planning curriculum our team is launching. You’ll work alongside a team to create and implement tailored financial plans that address not only investment strategies, but also retirement, tax, estate, insurance, and life planning needs. This is an ideal role for someone who is both analytically strong and empathetic—someone who listens deeply and crafts plans that truly reflect a client’s unique goals and values. What You’ll Do
Lead comprehensive discovery and planning meetings to understand clients’ values, goals, and relationships. Build financial plan projections and reports in financial planning and other tools (tax planning, social security, etc.). Develop, present, and implement detailed financial plans that target the unique needs of clients at various life stages like Early Career, Family Formation, Pre-Retirement, and Legacy Planning. Financial planning topics include cash flow analysis, tax strategies, investment recommendations, estate planning, insurance analysis, and more. Build and maintain trusted relationships with clients, serving as a key point of contact for their financial planning needs. Collaborate closely with advisors, CPAs, estate attorneys, and other professionals to coordinate recommendations and implementation. Conduct ongoing reviews of client plans and proactively address changing life circumstances. Conduct research and analysis and support accurate scenario planning and development of sound recommendations (e.g. insurance, Social Security, tax strategies, etc.). Maintain detailed, accurate records of client interactions and plan updates in Redtail CRM and Right Capital planning software. Stay informed about industry trends, legislative changes, and financial planning best practices. Continue to develop the firm’s financial planning service model to stay on the cutting edge. Sit as second chair in current client meetings. Spend spare time networking and prospecting for new clients. What You Bring
Up to 3-5 years of relevant experience in a financial planning role CFP designation (or progress toward) required Deep knowledge of core financial planning topics (retirement, investments, tax, estate, insurance, education, etc.). Strong interpersonal skills—must be an active listener and skilled communicator/presenter Highly organized and able to manage multiple client relationships and planning processes simultaneously Strong attention to detail and follow-through Eagerness to collaborate and contribute in a development-oriented, small-team environment Experience with financial planning software (e.g., eMoney, RightCapital) and CRM systems is a plus. Alignment with our core values: People-First, Empowering, Relentlessly Curious, Excellent-Always, and Guided by a Strong Moral Compass. Why Join CCMG?
Opportunity to build a new service model with a client-first team Career path with opportunity to grow into leading your own team of clients and staff A seat at the table in a collaborative, purpose-driven firm Real responsibility, real learning, and real personal development A professional environment that supports work-life balance with flexible work arrangements and paid time off Firm-sponsored certification and continuing education programs
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We’re a small, values-driven Registered Investment Advisor (RIA) firm with a big heart and a deep commitment to the clients we serve. Our mission is to be the trusted, dependable partners our clients call when life happens. We provide clarity, confidence, and purpose by aligning wealth with what matters most. The Opportunity
We’re looking for a Financial Planner who is passionate about life cycle planning, guiding clients through every stage of life with thoughtful, personalized advice. This role will involve developing, implementing, and refining the new life cycle financial planning curriculum our team is launching. You’ll work alongside a team to create and implement tailored financial plans that address not only investment strategies, but also retirement, tax, estate, insurance, and life planning needs. This is an ideal role for someone who is both analytically strong and empathetic—someone who listens deeply and crafts plans that truly reflect a client’s unique goals and values. What You’ll Do
Lead comprehensive discovery and planning meetings to understand clients’ values, goals, and relationships. Build financial plan projections and reports in financial planning and other tools (tax planning, social security, etc.). Develop, present, and implement detailed financial plans that target the unique needs of clients at various life stages like Early Career, Family Formation, Pre-Retirement, and Legacy Planning. Financial planning topics include cash flow analysis, tax strategies, investment recommendations, estate planning, insurance analysis, and more. Build and maintain trusted relationships with clients, serving as a key point of contact for their financial planning needs. Collaborate closely with advisors, CPAs, estate attorneys, and other professionals to coordinate recommendations and implementation. Conduct ongoing reviews of client plans and proactively address changing life circumstances. Conduct research and analysis and support accurate scenario planning and development of sound recommendations (e.g. insurance, Social Security, tax strategies, etc.). Maintain detailed, accurate records of client interactions and plan updates in Redtail CRM and Right Capital planning software. Stay informed about industry trends, legislative changes, and financial planning best practices. Continue to develop the firm’s financial planning service model to stay on the cutting edge. Sit as second chair in current client meetings. Spend spare time networking and prospecting for new clients. What You Bring
Up to 3-5 years of relevant experience in a financial planning role CFP designation (or progress toward) required Deep knowledge of core financial planning topics (retirement, investments, tax, estate, insurance, education, etc.). Strong interpersonal skills—must be an active listener and skilled communicator/presenter Highly organized and able to manage multiple client relationships and planning processes simultaneously Strong attention to detail and follow-through Eagerness to collaborate and contribute in a development-oriented, small-team environment Experience with financial planning software (e.g., eMoney, RightCapital) and CRM systems is a plus. Alignment with our core values: People-First, Empowering, Relentlessly Curious, Excellent-Always, and Guided by a Strong Moral Compass. Why Join CCMG?
Opportunity to build a new service model with a client-first team Career path with opportunity to grow into leading your own team of clients and staff A seat at the table in a collaborative, purpose-driven firm Real responsibility, real learning, and real personal development A professional environment that supports work-life balance with flexible work arrangements and paid time off Firm-sponsored certification and continuing education programs
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