Certified Financial Planner

1 week ago

the woodlands, United States Carson Wealth Full time

About the Company

At Carson Wealth, we are focused on innovation in the wealth management industry. Carson is one of the fastest-growing RIAs in the country, and our dedication is to putting clients first. Our technology makes our client experience second to none, and we are continually enhancing the value we bring to our clients.

We are currently looking for a Financial Planner for our office in The Woodlands, Texas.

Please note: All applicants must submit a current resume and a cover letter detailing why they are a good fit for this position.

Compensation is commensurate with experience. Carson Wealth offers our staff a robust menu of benefits, including 401(k), health insurance, paid time off, multiple paid holidays, and life insurance.

Who We Want:

The Financial Planner position directly supports one or more Wealth Advisors. The planner partners with the advisor to prepare, deliver and present high-quality, comprehensive plans and reviews for both prospects and clients. We are looking for someone analytical, tenacious, accountable, collaborative, and resourceful. The ideal candidate takes the initiative, works autonomously, and demonstrates follow-through on all projects.

Position Summary

You will partner with a team of financial planning specialists and CFP practitioners to deliver an exceptional planning experience for all clients.

We are seeking a Financial Planner who is collaborative, has strong technical skills, effective communication skills, excellent organizational and critical thinking skills, and excels in a fast-paced, high-volume environment.

Essential Job Functions

· Utilize the seven steps of the financial planning process outlined for CFP® practitioners

· Planning areas: cash flow, tax planning, major purchase planning, asset allocation planning, risk management, retirement planning, business planning, estate planning

  • Input data into financial planning software
  • Draft/review custom financial planning advice
  • Present financial plans without supervision
  • Implement financial planning advice
  • Collaborate with other planning team members to create and implement best practices.
  • Tax Planning

Other Job Functions

· Firm Support

  • Researching financial planning topics
  • Attend and participate in marketing events
  • Serve as a financial planning subject matter expert
  • Participate in training software and other wealth plan systems
  • Collaborate with other financial planners
  • Assist/Lead monthly Wealth Advisor/Financial Planning meetings.
  • Future opportunity to oversee and organize a team of financial planners

Knowledge, Skills, and Abilities

  • Minimum of five (5) years of relevant experience
  • Bachelor’s degree required
  • CFP® practitioner
  • A CPA designation is a plus
  • Minimum of 5 years of experience in the financial industry
  • Money Guide Pro and Salesforce experience a plus
  • Microsoft Office Suite – Intermediate
  • Superior client service skills
  • Drive for professional growth
  • Excellent phone and personal communication skills


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