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Certified Financial Planner
Job Description
Boutique Recruiting has partnered with a leading financial services firm in Texas to find a dedicated Certified Financial Planner! They are searching for candidates open to relocating to College Station, TX, a city known for its vibrant community, excellent educational institutions, and high quality of life. This city is a great place to live offering a tight-knit community feel that both professionals and their families find appealing. In the role, you'll be responsible for providing top-notch financial services to clients and managing those relationships. It's a perfect position for those who are passionate about finance and are looking to advance in their career to a lead advisor. Don't miss this amazing chance to start a new chapter in a new city, where you'll have the opportunity to take your career to new heights!
Pay Range: $70, 000 - $120, 000 DOE
Responsibilities:
- Assist with paperwork, transfers and custodian research
- Run tax, retirement and estate projections
- Attend meetings, take notes, and occasionally present
- Communicate and collaborate with clients and advisors
- Conduct research, analysis, and oversee planning execution
- Manage advanced questions and be strategic
- Be client-facing and work with mature clients
- Oversee planning execution and collaborate on advanced questions.
Requirements:
- CPA/CSA/JD/CFP designation
- 2-5 years of financial planning experience
- Bachelor s Degree
- No license required
- Experience with Black Diamond, Juncture, Wholistic Plan or Right Capital is preferred
- Must be willing to relocate to College Station, TX
Benefits:
- Discretionary Bonus
- PPO Medical Insurance with HSA option
- 3 weeks PTO
- Holidays off
- 401k with safe harbor (4%)
If you want to work for a company that values integrity, teamwork and service, apply now!
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