Dallas Area CFP- Immediate Opportunity!!
We are seeking a Certified Financial Planner to join our team! We want to add more forward-thinking people who work well in an entrepreneurial environment and who will focus on sophisticated goal-based wealth planning for our family of clients, who are business owners, corporate executives, and professionals.
- Advise clients on investment strategies and other financial decisions
- Gathering data for, analyzing, and writing financial plans, for current or new clients
- Educate our clients, potential clients, and the public about financial planning topics through educational sessions and research
- Serve as subject matter expert on E-Money and continuously enhance how we use it in the practice
- Comprehensive reviews of client portfolios as they align with the individual client’s goals
- Review and communicate portfolio performances to clients
- Developing relationships with prospects and other related professionals
- Previous experience as a CFP
- Familiarity with investment products and services
- Ability to build rapport with clients
- Strong analytical and critical thinking skills
- Excellent written and verbal communication skills
Please APPLY NOW to discuss this tremendous Dallas opportunity!