Boutique Recruiting has partnered with a leading financial services firm in Texas to find a dedicated Certified Financial Planner! They are searching for candidates open to relocating to College Station, TX, a city known for its vibrant community, excellent educational institutions, and high quality of life. This city is a great place to live offering a tight-knit community feel that both professionals and their families find appealing. In the role, you'll be responsible for providing top-notch financial services to clients and managing those relationships. It's a perfect position for those who are passionate about finance and are looking to advance in their career to a lead advisor. Don't miss this amazing chance to start a new chapter in a new city, where you'll have the opportunity to take your career to new heights!
Pay Range: $70, 000 - $120, 000 DOE
Responsibilities:
Assist with paperwork, transfers and custodian research
Run tax, retirement and estate projections
Attend meetings, take notes, and occasionally present
Communicate and collaborate with clients and advisors
Conduct research, analysis, and oversee planning execution
Manage advanced questions and be strategic
Be client-facing and work with mature clients
Oversee planning execution and collaborate on advanced questions.
Requirements:
CPA/CSA/JD/CFP designation
2-5 years of financial planning experience
Bachelor s Degree
No license required
Experience with Black Diamond, Juncture, Wholistic Plan or Right Capital is preferred
Must be willing to relocate to College Station, TX
Benefits:
Discretionary Bonus
PPO Medical Insurance with HSA option
3 weeks PTO
Holidays off
401k with safe harbor (4%)
If you want to work for a company that values integrity, teamwork and service, apply now!