Overview:
We are seeking a skilled and experienced Certified Financial Planner to join our team. As a Financial Planner, you will be responsible for providing comprehensive financial planning services to our clients. This role requires strong analytical skills, attention to detail, and the ability to build and maintain strong client relationships.

Responsibilities:
- Conduct in-depth financial analysis and develop personalized financial plans for clients under the direction of the Lead Financial Advisor
- Stay up-to-date with industry trends, regulations, and best practices in financial planning
- Utilize customer relationship management (CRM) software to track client interactions and maintain accurate records
- Collaborate with other professionals such as attorneys and accountants to provide comprehensive financial solutions
- Educate clients on financial concepts and help them make informed decisions about their finances

Experience:
- Proven experience as a Financial Planner or similar role
- Strong knowledge of financial concepts, including wealth management, tax planning, cash management, and investment strategies
- Familiarity with wills, trusts, and estate laws
- Excellent analytical skills with the ability to interpret complex financial data
- Proficiency in technical accounting and research
- Outstanding communication and interpersonal skills to build strong client relationships
- Ability to work independently and manage multiple client portfolios

If you are a dedicated Financial Planner looking for an opportunity to make a significant impact on the financial well-being of individuals and families, we would love to hear from you. Join our team and help our clients achieve their financial goals.

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Compensation package:

• Bonus opportunities

Schedule:

• Monday to Friday

Ability to Relocate:

• Weatherford, TX 76086: Relocate before starting work (Required)

Work Location: In person