Financial Planner
3 days ago
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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