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Certified Financial Planner

College Station, TX

Posted: 03/20/2023 Employment Type: Permanent Category: Wealth Management Job Number: 17433-1 Location Requirements: Industry: Financial Services

Job Description

Boutique Recruiting has partnered with a financial services firm in College Station, TX to find a Certified Financial Planner to join their team!  In this role, you will be responsible for providing excellent financial services to clients and managing those relationships.  This is an ideal position for an individual who is enthusiastic about finance work and aspires to become a lead advisor.  This job is a great opportunity for professional growth and career development!

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

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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About College Station, TX

Ready to embark on an exciting career journey in the vibrant region surrounding College Station, Texas? Nestled in the heart of the Brazos Valley, this area offers a perfect blend of thriving job opportunities and Southern charm. With renowned landmarks like Kyle Field, home of the Texas A&M Aggies, and the George Bush Presidential Library and Museum, there's no shortage of cultural experiences to enjoy. Indulge in delicious Texan cuisine, explore local art galleries, or catch a show at the MSC OPAS Theater. Whether you're seeking growth in your career or simply looking to immerse yourself in a welcoming community, College Station is the place to be. Explore our job listings today and take your career to new heights in this dynamic and enchanting region.
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