Associate Financial Planner

9/13/2022
New Planner Recruiting
Ali Staton
Dallas, TX
astaton@newplannerrecruiting.com
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RAPIDLY GROWING RIA


Our client is a rapidly growing, independent, privately owned fee-only RIA located in Plano, TX. Boasting a process of building human connection and relationships, this firm offers a solid pathway for someone looking to be a part of a team-oriented and client-first environment. If you are an aspiring planner seeking a role that will allow you to grow in the profession and be client facing from day one, this is the role for you.


RESPONSIBILITIES WE’LL TRUST YOU WITH

You will develop comprehensive financial plans with accuracy. Contribute to a full range of planning areas such as cash flow and debt management, retirement planning, estate planning, tax analysis, insurance analysis, etc. You will help clients understand their financial circumstances and how to reach their objectives. Lead clients to their best solutions and partner with them to ensure they are held accountable. You will contribute to the strategic business plan and develop key relationships.


QUALIFICATIONS

Bachelors’ degree from an accredited university; major in financial planning preferred. Has successfully passed the CFP® exam. Preference towards a Master’s in Finance, Accounting, Business or Economics, experience with MoneyGuide Pro, Orion and Redtail. 1-3 years of financial planning experience. Highly organized, detail oriented, and productive. Strong written and verbal communication skills. Self-motivated, ability to collaborate and put forth a strong work ethic, and possess solid time management skills.


THE PERKS

Competitive salary based on experience plus incentive pay. Well defined career track. Career trajectory leads to significant upward mobility within this ensemble firm. Health insurance reimbursement up to $10,000. Flexibility of a small firm, who is team-oriented, with a positive work environment. This position will be a great opportunity for someone looking for a long-term relationship with a growing practice.