11 Jobs in Austin, TX
Archetype Permanent Solutions is Hiring a Financial Planning Manager Near Austin, TX
About Us:
Guided Planning Solutions is a premier paraplanning firm committed to empowering financial professionals through efficient, streamlined, and scalable support. Our culture thrives on ambition, ownership, and a steadfast commitment to empowerment, integrity, continuous learning, and collaboration. We're dedicated to helping our clients achieve their business and personal goals.
Role Summary:
The Financial Planning Manager will oversee our team of Senior Financial Paraplanners, ensuring that our planning services are delivered effectively and align with our company's goals. This role is pivotal in maintaining the quality and integrity of our financial paraplanning services.
Key Responsibilities:
Oversee and support Senior Financial Paraplanners.
Ensure alignment with company goals and standards.
Contribute to firm growth through effective management and strategic input.
Requirements:
Certified Financial Planner (CFP) designation.
Minimum 5 years of management experience in financial planning.
Compensation:
Salary plus profit-sharing based on the performance of planners and overall customer satisfaction.
Job Summary
Full Time
$117k-147k (estimate)
03/12/2024
05/05/2024
The job skills required for Financial Planning Manager include Planning, Financial Planning, Integrity, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planning Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planning Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Planning Manager positions, which can be used as a reference in future career path planning. As a Financial Planning Manager, it can be promoted into senior positions as a Financial Planning and Analysis Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planning Manager. You can explore the career advancement for a Financial Planning Manager below and select your interested title to get hiring information.
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