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Certified Financial Planner

College Station, TX 77845

Posted: 03/20/2023 Employment Type: Permanent Category: Wealth Management Job Number: 17433 Pay Range: $70,000 - $120,000 DOE

Job Description


Boutique Recruiting has partnered with a financial services firm 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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