Current jobs related to Financial Planner - Fort Worth - GL2 Partners

  • Financial Planner

    4 weeks ago

    Fort Worth, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The...

  • Financial Planner

    3 months ago

    Fort Worth, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The...

  • Maintenance Planner

    4 weeks ago

    Fort Worth, United States Shearer's Foods Full time

    Shearer s is a privately held producer, leading co-manufacturer, and distributor of quality snack foods sold under private labels across the nation. Ranking number one in private brand and contract manufactured salty snacks, as well as the number two supplier of private brand cookies and crackers in North America, you love our products, although you may not...

  • National Branch Financial Advisor

    3 weeks ago

    Fort Worth, United States First Command Financial Services Full time

    Job DescriptionHow will your role impact First Command? The National Branch Financial Service Advisor (NB-FSA) is responsible for supporting the First Command clients assigned to the Home Office. Responsibilities include proactive client outreach for account reviews and updates and any other specific campaigns that leadership deems that First Command has an...

  • Maintenance Planner

    2 months ago

    Fort Worth, United States Shearer's Foods Full time

    Job DescriptionJob DescriptionShearer's is a privately held producer, leading co-manufacturer, and distributor of quality snack foods sold under private labels across the nation. Ranking number one in private brand and contract manufactured salty snacks, as well as the number two supplier of private brand cookies and crackers in North America, you love...

  • Financial Services Consultant for National Branch

    2 weeks ago

    Fort Worth, Texas, United States First Command Financial Services Full time

    Job OverviewHow does this role contribute to First Command?The National Branch Financial Advisor plays a crucial role in assisting First Command clients associated with the Home Office. This position entails proactive outreach to clients for account evaluations and updates, along with participation in specific initiatives as determined by leadership. The...

  • Financial Planning Specialist

    2 weeks ago

    Fort Lauderdale, Florida, United States Tobias Financial Advisors Full time

    Position OverviewSalary: $65K - $90K DOEAbout Our FirmTobias Financial Advisors, established in 1980, provides customized wealth management and financial advisory services for high-net-worth individuals and business proprietors. We specialize in proactive tax strategies and effective life transitions. Our commitment to fiduciary duty and a collaborative...

  • Financial Planning Specialist

    2 weeks ago

    Fort Lauderdale, Florida, United States Tobias Financial Advisors Full time

    Job OverviewSalary: $65K - $90K DOEAbout UsTobias Financial Advisors, established in 1980, is dedicated to providing customized wealth management and financial advisory services to high-net-worth individuals and business proprietors. Our expertise lies in proactive tax strategies and navigating significant life changes. With a steadfast commitment to...

  • Wealth Planner

    4 weeks ago

    Fort Lauderdale, United States Tobias Financial Advisors Full time

    Job DescriptionJob DescriptionSalary: $65K - $90K DOEOur services, approach, and cultureTobias Financial Advisors, founded in 1980, offers tailored wealth management and financial planning services for affluent individuals and business owners, specializing in proactive tax strategies and dynamic life transitions. With a commitment to fiduciary responsibility...

  • National Branch Financial Advisor

    1 month ago

    Fort Worth, Texas, United States First Command Financial Services, Inc. Full time

    How will your role impact First Command? The National Branch Financial Service Advisor (NB-FSA) is responsible for supporting the First Command clients assigned to the Home Office. Responsibilities include proactive client outreach for account reviews and updates and any other specific campaigns that leadership deems that First Command has an obligation to...

  • Wealth Planner

    5 days ago

    Fort Lauderdale, United States Tobias Financial Advisors Full time

    Job DescriptionJob DescriptionSalary: $65K - $100K DOEOur services, approach, and cultureTobias Financial Advisors, founded in 1980, offers tailored wealth management and financial planning services for affluent individuals and business owners, specializing in proactive tax strategies and dynamic life transitions. With a commitment to fiduciary...

  • Wealth Planner

    3 weeks ago

    Fort Lauderdale, United States Tobias Financial Advisors Full time

    Job DescriptionJob DescriptionSalary: $65K - $100K DOEOur services, approach, and cultureTobias Financial Advisors, founded in 1980, offers tailored wealth management and financial planning services for affluent individuals and business owners, specializing in proactive tax strategies and dynamic life transitions. With a commitment to fiduciary...

  • Wealth Planner

    1 week ago

    Fort Worth, United States gpac Full time

    Gpac, a 30 years recruitment company, is partnered with a well-established company in the Wealth Management sector! Our client, a locally owned Private Wealth firm, is seeking an experienced Wealth Planner to join their team! Opportunity: Core team members will gain valuable experience in a collaborative and flexible environment. Other benefits and...

  • Financial Planning Director

    1 week ago

    Fort Worth, Texas, United States Insight Global Full time

    Essential Qualifications & Experience Minimum of 10 years in the financial services sector with an emphasis on personal financial planning and direct sales experience in insurance and investment products. - A minimum of 5 years in a leadership capacity within the financial services domain. - Certified Financial Planner (CFP) designation is required....

  • Head of Financial Strategy

    1 week ago

    Fort Worth, Texas, United States Insight Global Full time

    Required Skills & Experience - Minimum of 10 years in the financial services sector, emphasizing personal financial advisory and hands-on sales of insurance and investment offerings. - At least 5 years in a leadership capacity within the financial services domain. - Certification as a Certified Financial Planner (CFP) is essential. Preferred Skills &...

  • National Branch Financial Advisor

    1 month ago

    Fort Worth, United States First Command Financial Services, Inc. Full time

    How will your role impact First Command? The National Branch Financial Service Advisor (NB-FSA) is responsible for supporting the First Command clients assigned to the Home Office.   Responsibilities include proactive client outreach for account reviews and updates and any other specific campaigns that leadership deems that First Command has an obligation...

  • Financial Planning Director

    1 week ago

    Fort Worth, Texas, United States Insight Global Full time

    Required Skills & Experience - Minimum of 10 years in the financial services sector with an emphasis on personal financial advisory and direct sales of insurance and investment offerings. - At least 5 years in a leadership capacity within the financial services arena. - Certification as a Certified Financial Planner (CFP) is mandatory. Preferred Skills &...

  • Lead Financial Consultant

    2 weeks ago

    Fort Worth, Texas, United States Vanguard Group Full time

    Join Vanguard as a Lead Financial ConsultantAt Vanguard, we are committed to empowering individuals to achieve their financial aspirations. As a Lead Financial Consultant, you will craft personalized financial strategies that cater to the distinct objectives of our clients. This is an opportunity to thrive in a collaborative environment where relationships...

  • Financial Services Professional

    1 day ago

    Fort Worth, Texas, United States Atria Wealth Solutions Full time

    Job SummaryAtria Wealth Solutions is seeking a highly skilled Financial Services Professional to provide expert investment and retirement planning services to our clients in the Fort Worth, TX area.Key ResponsibilitiesIdentify and evaluate client needs for financial services, assess their objectives and goals, and develop a comprehensive investment strategy...

  • Financial Planning Associate

    2 weeks ago

    Fort Washington, Pennsylvania, United States Gute Financial Services, Inc. Full time

    Overview:The Financial Planning Associate is integral to the effective management of client portfolio assessments, oversight of financial strategies, and comprehensive support for client service operations. This role requires collaboration within a team environment while also demonstrating the capability to manage tasks autonomously. Direct interaction with...

Financial Planner

2 months ago

Fort Worth, United States GL2 Partners Full time
Job DescriptionJob DescriptionWe are seeking a highly skilled and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for providing comprehensive financial planning services to our clients. You will work closely with clients to assess their current financial situation, develop personalized financial plans, and help them achieve their financial goals.As a Financial Planner, you will need to have a deep understanding of financial markets, investment strategies, and financial products. You should also possess excellent analytical and problem-solving skills, as well as strong communication and interpersonal skills. The ability to build trust and rapport with clients is essential in this role.
Responsibilities
  • Conduct thorough financial evaluations for clients and analyze their current financial situation
  • Develop comprehensive financial plans that align with clients' goals and objectives
  • Provide recommendations on investment strategies and asset allocation
  • Assist clients with tax planning and estate planning
  • Monitor and review clients' investment portfolios on a regular basis
  • Stay up-to-date on the latest financial market trends and regulations
  • Continuously educate clients on financial planning strategies and options

Requirements
  • Bachelor's degree in finance, accounting, or a related field
  • Certified Financial Planner (CFP) designation
  • Experience working as a Financial Planner
  • Strong knowledge of financial products, investment strategies, and tax laws
  • Proficient in using financial planning software
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills to effectively interact with clients
  • Ability to build and maintain long-term client relationships

Benefits
  • Competitive salary and bonus structure
  • Generous retirement savings plan
  • Health, dental, and vision insurance coverage
  • Paid time off and flexible work arrangements
  • Opportunities for growth and career development


Office Location :GL2 Partners, Inc.
3204 S University Dr,
Fort Worth, TX 76109

Job Posted by ApplicantPro