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Wealth Management

Ready to take your career to the next level? Explore exciting job opportunities in Wealth Management with us! This dynamic industry offers a wealth of benefits and growth opportunities for job seekers looking to make a meaningful impact. From innovative financial solutions to shaping the future of investing, a career in Wealth Management promises not only personal satisfaction but also the chance to positively influence society. Join us in this rewarding sector and discover endless possibilities for your professional development. Browse our job listings now and take the first step towards a fulfilling career in Wealth Management.

Certified Financial Planner

Austin, TX

Posted: 03/18/2024 Employment Type: Direct Hire Category: Wealth Management Job Number: a0CUm00000b3JQfMAM Pay Range: $70000 - $120000 Location Requirements: Onsite

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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