Certified Financial Planner (CFP) - Talently Recruiting
Dallas, TX 75052
About the Job
Job Title: Certified Financial Planner (CFP)
Location: Dallas, TX
Salary: $100k-$175K DOE plus benefits
Skills: CFP / Certified Financial Planner / Wealth Planner
About Company / Opportunity:
Established and growing Boutique Independent Wealth Management firm seeks a Financial Planner to provide comprehensive financial planning services to high and ultra-high-net-worth clientele while maintaining and developing relationships.
Highlights
- Guide ultra-high net-worth individuals and families on strategic asset management, estate, tax and financial planning
- Nurture, manage, and maintain strong client relationships
- Ideally grow AUM through targeted new business development efforts
- Forward thinking and planning-driven culture with an impressive track record of growth, supported by a client service team and professional management
- Career growth trajectory within the firm
- Competitive compensation package including base salary, performance-based bonus potential, and benefits
Requirements
- 3+ years Financial Planning and Relationship Management experience
- Bachelor’s degree
- Series 7, 65, 66, and/or CFP
- Interest in new business development is preferred
- Social Media Marketing proficiency is a plus, though not required
3+ years Financial Planning and Relationship Management experience Bachelor’s degree Series 7, 65, 66, and/or CFP Interest in new business development is preferred Social Media Marketing proficiency is a plus, though not required
Source : Talently Recruiting
