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Financial Planner
About the Company
At Carson Wealth, we are focused on innovation in the wealth management industry. Carson is one of the fastest-growing RIAs in the country, and our dedication is to putting clients first. Our technology makes our client experience second to none, and we are continually enhancing the value we bring to our clients.
We are currently looking for a Financial Planner for our office in The Woodlands, Texas.
Please note: All applicants must submit a current resume and a cover letter detailing why they are a good fit for this position.
Compensation is commensurate with experience. Carson Wealth offers our staff a robust menu of benefits, including 401(k), health insurance, paid time off, multiple paid holidays, and life insurance.
Who We Want:
The Financial Planner position directly supports one or more Wealth Advisors. The planner partners with the advisor to prepare, deliver and present high-quality, comprehensive plans and reviews for both prospects and clients. We are looking for someone analytical, tenacious, accountable, collaborative, and resourceful. The ideal candidate takes the initiative, works autonomously, and demonstrates follow-through on all projects.
Position Summary
You will partner with a team of financial planning specialists and CFP practitioners to deliver an exceptional planning experience for all clients.
We are seeking a Financial Planner who is collaborative, has strong technical skills, effective communication skills, excellent organizational and critical thinking skills, and excels in a fast-paced, high-volume environment.
Essential Job Functions
· Utilize the seven steps of the financial planning process outlined for CFP® practitioners
· Planning areas: cash flow, tax planning, major purchase planning, asset allocation planning, risk management, retirement planning, business planning, estate planning
Other Job Functions
· Firm Support
Knowledge, Skills, and Abilities
Job Type: Full-time
Pay: $100,000.00 - $150,000.00 per year
Benefits:
Compensation package:
Schedule:
Ability to Relocate:
Work Location: In person
Full Time
Business Services
$99k-118k (estimate)
05/05/2024
08/31/2024
carsonwealth.com
JOHNSON CITY, TN
100 - 200
1983
Private
$10M - $50M
Business Services
Carson Wealth Management Group provides financial advisory services to clients across the United States of America.
The job skills required for Financial Planner include Planning, Microsoft Office, Initiative, Communication Skills, Financial Planning, Futures, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planner. Select any job title you are interested in and start to search job requirements.
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