Financial Planner

3 days ago


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

Our client, a boutique RIA based in Highland Lakes, TX, is seeking a Financial Planner to join their growing team. This role offers a path to becoming a Lead Advisor and managing client relationships.

Key Responsibilities:

  • Collaborate with lead advisors to meet client needs and develop financial plans.
  • Utilize financial planning software to create and update client plans.
  • Provide expert guidance to clients on their financial plans.
  • Work closely with the team on planning-related initiatives.
  • Develop skills to become an advisor and manage client relationships.

Requirements:

  • Strong written and verbal communication skills.
  • Exceptional interpersonal and client service skills.
  • Excellent organizational skills.
  • Team player with a growth mindset.
  • Passion for financial planning.
  • Comfortable working in an office environment.

Preferred Qualifications:

  • Bachelor's degree in finance or financial planning.
  • 3-5+ years of experience in financial services.
  • CFP or CFP candidate preferred but not required.
  • Experience with eMoney, redtail, and/or orion.

Compensation and Benefits:

Base salary plus performance-based bonus opportunity, commensurate with experience, starting at $70k+. Opportunity for health insurance reimbursement stipend and 401k plan. PTO policy.
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