Financial Planner

New Planner Recruiting
Paulina Walters
. Southlake, TX
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What we are offering:

Join a successful and growing fee-only firm, with a team of 4 managing $125 million. We have a platform for unique, value-added financial planning focused on the best interest of our clients. We have a boutique practice, and we are looking to double in the next 3 years. We are building the team that will take us there. We are very interested in you if you have a passion for financial planning and desire to improve the lives of the clients we serve.

We are seeking a talented, knowledgeable financial planner to take a big entrepreneurial leap with little risk. The Financial Planner oversees efficiently operating the back office to provide high quality client service that focuses on financial advising, client relations, wealth management, investment strategy and new client development.

What you will get to do:

  • Regularly conduct introductory meetings with prospect clients
  • Meet with clients and conduct regular review meetings
  • Be responsible with clients in the areas of trading, investment committee meeting preparation, organization of client review materials, financial planning process and recommendations
  • Write one blog/week with high quality content and a one page article once/month with preapproved topic
  • Become active in our community to assist firm owner in attracting potential clients

What we seek in a candidate:

  • The expectation of this role is that you will perform with excellence, go above and beyond the call of duty, and be willing to sacrifice extra time and energy for the overall growth and benefit of the firm. The ideal candidate will also possess the following qualities:
  • Bachelor’s degree
  • 3+ years of experience in Financial Planning
  • Must be enrolled in a CFP® program or already have your CFP® certification

Position perks:


  • Competitive base salary plus incentives
  • Disability Insurance
  • Health Insurance Allowance
  • Continuing Education Allowance
  • CFP certification dues and FPA membership