Hiring: Financial Planner Company: Talon Hiring Solutions Location: Greater Birmingham, Alabama Area Job Posted Time: 2026-09-16 14:36:00 Target Skills & Keywords : CFP, Financial Planning, Microsoft Excel, Microsoft PowerPoint, Risk Management, Salesforce, Wealth Management About the job Required Skills: •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, MoneyGuidePro) 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) •Partner cross-functionally with internal team members to ensure high-quality client service and plan execution •CERTIFIED FINANCIAL PLANNER™ (CFP®) designation required Qualifications: •Bachelor’s degree in Finance, Accounting, Business, or related field •Advanced certifications (CPA, CLU, ChFC, CEPA, MBA) are a plus Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!