Financial Planning Manager

3 days ago


Round Rock, Texas, United States Disability Solutions Full time

We're Disability Solutions, a leading provider of financial solutions for individuals with disabilities. As a Financial Solutions Advisor Registration Candidate-Consumer Investments-Austin Area, you'll join a team dedicated to delivering exceptional client care and driving business growth.

This role offers an excellent opportunity for career advancement, with a clear path for progression to more senior positions. You'll receive comprehensive training, mentoring, and support to help you succeed in your role.

The key responsibilities of this position include:

  • Developing and implementing personalized financial plans for clients
  • Providing expert advice and guidance on financial matters
  • Building and maintaining strong relationships with clients and colleagues
  • Staying up-to-date with industry developments and regulatory requirements

The estimated salary for this position is $70,000 - $90,000 per year, depending on experience and qualifications. We offer a competitive benefits package, including comprehensive health insurance, retirement savings plan, and paid time off.

To succeed in this role, you'll need:

  • Proven experience in financial planning or a related field
  • Exceptional communication and interpersonal skills
  • A deep understanding of financial markets and regulations
  • Strong analytical and problem-solving skills

If you're a motivated and ambitious individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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