Dallas Area CFP- Immediate Opportunity!!

Location
Dallas, Texas (US)
Salary
Competitive compensation package
Posted
January 23 2019
Industry
Securities

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.

Responsibilities:

  • 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

Qualifications:

  • 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!

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