Certified Financial Planner

1 day ago


The Woodlands TX USA, United States Carson Wealth Full time
About Carson Wealth

We are a leading wealth management firm dedicated to delivering exceptional client experiences through innovative technology and personalized service.

Our team is passionate about helping individuals and families achieve their financial goals, and we are seeking a talented Financial Planner to join our team in The Woodlands, Texas.

Job Summary

The Financial Planner will partner with our Wealth Advisors to prepare and deliver comprehensive financial plans, reviews, and presentations for clients and prospects.

We are looking for a highly analytical and collaborative individual with strong technical skills, effective communication skills, and excellent organizational and critical thinking skills.

Key Responsibilities
  • Utilize the seven steps of the financial planning process to develop and implement comprehensive financial plans
  • Input data into financial planning software and draft/review custom financial planning advice
  • Present financial plans to clients and prospects without supervision
  • Implement financial planning advice and collaborate with other planning team members to create and implement best practices
Requirements
  • Minimum of five (5) years of relevant experience in the financial industry
  • Bachelor's degree required, CFP practitioner preferred
  • Strong technical skills, including proficiency in financial planning software and Microsoft Office Suite
  • Excellent communication and interpersonal skills, with the ability to work effectively in a team environment
What We Offer

Carson Wealth offers a competitive compensation package, including a robust menu of benefits, including 401(k), health insurance, paid time off, and life insurance.

We are committed to the growth and development of our team members, and we offer opportunities for professional growth and advancement.



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