Certified Financial Planner

At The Fox Alliance, we are passionate about bringing financial empowerment to not only our clients, but our community around us. We are firmly committed to our four Core Values….

We are People-First, recognizing that we exist for our clients, but because of our team. This philosophy guides how we treat our employees, serve our clients, and build our workplace culture. We foster a supportive, inclusive, and empowering environment where individuals are respected, heard, and given the tools to grow personally and professionally.

Because the work we do is deeply impactful in the lives of the people we serve, we are Purpose Driven.

We are Always Improving because good is not good enough. Every day is an opportunity to learn and grow.

Lastly, we Own the Outcome! Because ownership means taking responsibility for the end-result, not just the task at hand.

Job Overview:

We are seeking a Financial Planner who can provide both advisor support and client-facing financial analysis, and who is excited to be part of one of the fastest-growing wealth management and tax service firms in the nation. In this role, you will play a key part in delivering high-quality financial planning to our clients while supporting the continued growth of our advisory team, primarily based in Texas with additional teammates across the country.

This position is ideal for someone who is analytical, detail-oriented, and energized by working directly with clients while partnering with lead advisors to build, present, and refine comprehensive financial plans. You will help ensure that every client receives an exceptional planning experience grounded in clarity, accuracy, and proactive guidance.

If you are an excellent communicator with a passion for financial planning, a collaborative mindset, and a desire to grow within an innovative, mission-driven firm, we would love to meet you.

Location:

Austin, TX is the preferred location alignment; Dallas, TX or San Antonio, TX are alternate office locations.

Skills & Qualifications:

• CFP® preferred (or progress towards a near completion)
• Additional designations (CFA, CPA, EA, JD/LLM, etc.) are a plus
• 4–8 years of experience in financial planning or advisor support
• Strong written and verbal communication skills
• Ability to explain complex concepts in a way clients can easily understand
• Excellent analytical skills and attention to detail
• High ethical standards and a client-first mindset
• Comfortable working both independently and as part of a collaborative team
• Experience with LPL, Black Diamond, or Salesforce is beneficial

Client Interaction & Support:

• Participate in client meetings to gather information, present planning updates, and support the lead advisor
• Build trusting, long-term relationships through proactive communication
• Gain a deep understanding of each client’s goals, needs, and financial situation
• Assist clients with plan implementation, account changes, and follow-up items

Financial Planning & Analysis:

• Analyze client financial data, including balance sheets, cash flow, income, and expenses
• Identify planning opportunities across tax, investments, estate planning, retirement, and risk management
• Prepare and update financial plans tailored to clients’ goals and evolving life circumstances
• Conduct research to support recommendations for investment, tax, and financial strategies

Advisor Support:

• Support the lead advisor in preparing meeting materials, reports, and follow-up actions
• Maintain accurate records in CRM and planning software
• Assist with investment portfolio updates and operational needs
• Help with onboarding new clients and ensuring a smooth transition into the advisory process

Why Join Us?

While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us.

• Base Salary $80k-100k( ); DOE & Certifications
• Annual equity grants
• Merit & Award based bonus program
• Health, dental, and vision insurance programs
• 401(k) matching program
• Generous PTO, paid holidays, and paid parental leave
• Flexible work schedule
• Career development and learning reimbursements

Join The Fox Alliance and be part of our team that was recently named to the 2025 Inc. 5,000 fastest growing private companies in America list as well as Forbes Best in State Wealth Management Teams.

The Fox Alliance is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

The Fox Alliance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to TFA employees or the TFA HR team. No placement fee will be paid to any third party unless such a request has been made by the TFA HR team.

How to Apply: LinkedIn and Email confirmation!

Apply via LinkedIn AND submit your resume and a brief description outlining your interest in the role via email to Shawn@thefoxalliance.com.