Financial Planner

2 weeks ago


Marble Falls, United States Financial Planner Recruiting, LLC Full time
Job Description:

Our client is a boutique RIA based out of Highland Lakes, TX. They are seeking a Financial Planner to join their growing team. If you are looking for an opportunity to grow into becoming a Lead Advisor, this is a great opportunity.

Responsibilities:

-Work alongside lead advisors to meet client needs.

-Prepare for and sit in on client meetings.

-Enter data into a CRM and organize client information as needed.

-Use the financial planning software to create and update financial plans for clients.

-Answer client questions regarding their plan or portfolio.

-Collaborate with the team on planning related items.

-Path to becoming a lead advisor and managing relationships.

Qualifications:

-Strong written and verbal communication

-Exceptional interpersonal and client service skills

-Excellent organization skills.

-Team player and growth-oriented.

-Comfortable with working in the office.

Experience:

-A bachelor's degree in finance or financial planning is preferred.

-3-5+ years of Financial Services experience is required.

-CFP or CFP candidate preferred but not required

-Experience using financial planning software preferred.

Base salary plus performance-based bonus opportunity, base salary commensurate with experience, starting at $90k+. Opportunity for health insurance reimbursement stipend and 401k plan. PTO policy.
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