Financial Planner
Financial Planner Recruiting, LLC - marble falls, TX
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Our client is a boutique RIA based out of Marble Falls, TX. They are seeking a Financial Planner to join their growing team. If you are looking for an opportunity to grow into becoming a Lead Advisor, this is a great opportunity.Responsibilities:-Work alongside lead advisors to meet client needs.-Use the financial planning software to create and update financial plans for clients.-Answer client questions regarding their financial plans.-Collaborate with the team on planning related items.-Path to becoming an advisor and managing relationships.Qualifications:-Strong written and verbal communication.-Exceptional interpersonal and client service skills.-Excellent organization skills.-Team player and growth-oriented.-Love for financial planning.-Comfortable with working in the office.Experience:-A bachelor's degree in finance or financial planning is preferred.-3-5+ years of Financial Services experience is required.-CFP or CFP candidate preferred but not required-Experience using eMoney, redtail andor orion is preferred.Base salary plus performance-based bonus opportunity, base salary commensurate with experience, starting at $70k+. Opportunity for health insurance reimbursement stipend and 401k plan. PTO policy.
Created: 2024-10-10