Posted 06/02/2026
Job Number: 16825

Certified Financial Planner

Austin, Texas Onsite

Industry:  Financial Services

Job Category: Wealth Management

Job Type:  Direct Hire

Share This Job

Job Description

Position Title: Certified Financial Planner

This role offers an opportunity for a Certified Financial Planner to engage deeply with clients, providing comprehensive financial planning services. The position requires a commitment to high standards of client service within a fee-only registered investment advisory environment. Candidates should be prepared to navigate complex financial scenarios, ensuring that client needs are met with precision and care. The ideal candidate will thrive in a client-facing role that demands both technical expertise and interpersonal skills. This is a chance to make a meaningful impact on clients’ financial futures while working within a supportive and growth-oriented team environment.

Salary Range: $80,000 – $115,000 / Year DOE

Certified Financial Planner Responsibilities:

  • Deliver deep, holistic financial planning, including estate, tax, and special needs considerations
  • Meet firm and client service standards of a fee-only registered investment advisory
  • Contribute to business development, potentially earning a percentage of first-year fees for new clients
  • Assist with new account paperwork and wire transfers to understand operational processes
  • Conduct tax and retirement projections
  • Participate in client meetings, taking notes and potentially presenting portions of discussions
  • Communicate effectively with a diverse client base, utilizing video conferencing and in-person meetings as needed
  • Research and analyze financial data to support planning efforts
  • Oversee the execution of financial plans
  • Collaborate with advisors on complex questions and issues
  • Engage in continuous learning and professional development to enhance planning skills

Certified Financial Planner Requirements:

  • Active CFP designation is required for all advisor roles
  • Experience in a registered investment advisory or comparable deep-planning environment is preferred
  • Proven leadership experience managing advisors or teams is preferred
  • Willingness to work onsite in College Station is required
  • Comfort with deep, holistic planning across tax, estate, and multi-generational considerations is required
  • 2-5 years of financial planning experience is required
  • BA degree is required
  • Additional credentials such as CFA, CPA, or JD are preferred
  • Experience at a firm of similar size is preferred

Benefits:

  • Employees are compensated semi-monthly
  • 401(k) matching program with a dollar-for-dollar match up to 5%
  • Health insurance options through BCBS Texas with various plans available
  • PTO accrual of 120 hours per year, with additional office closures on select holidays
  • Access to NAPFA Group Benefits for additional insurance options

If you are a Certified Financial Planner looking to take the next step in your career, apply now! #LI-RR1

Job ID: a0CUm00004QyuWyMAJ

Apply For This Position

Related Jobs

About Us

At Boutique Recruiting, we specialize in personalized, connection-driven placements, empowering candidates to achieve their goals. Committed to bold, impactful solutions, we fill roles of all types—full-time, part-time, and more—ensuring success for clients, candidates, and employees alike.

Job Details About Us Image

5-Star Reviews From Our Candidates