Partner-Track on Established Team for Experienced, Service-Focused Financial Advisor/Financial Planner!
This is the opportunity you’re seeking if you have excellent financial planning skills, love being client facing, and prefer serving rather than selling. You’ll join a well-established team that’s part of one of the fastest growing RIAs in the country that still has that boutique feel that’s focused on personalized, high-touch service.
Qualifications – Financial Advisor/Financial Planner
- Prior Financial Advisor/Financial Planner experience leading in-person client meetings and reviews.
- Strong understanding of financial principles with excellent research and comprehensive financial planning recommendations.
- Bachelor’s degree, Series 7 and 66 required with CFP, CPA, EA plusses.
- Very organized, tech-savvy with financial planning and tax planning software.
- Mandatory FINRA background check and verification process.
Key Responsibilities – Financial Advisor/Financial Planner
- Develop a deep understanding of clients’ specific financial goals and provide holistic financial plans to reach goals while addressing potential risks.
- Monitor clients’ finances and accounts to make recommendations and changes as needed.
- Build strong client relationships and become a trusted advisor by continually serving and addressing client questions/requests as well as counseling and educating clients to help them realize their goals and dreams.
- Help clients plan for specific circumstances and life events.
Rewards – Financial Advisor/Financial Planner
- Strong Compensation Package – Salary plus strong performance incentive package.
- Partner-Track Opportunity – Tailored path to partner aligned with your contribution and goals.
- Excellent Benefits – Attractive benefits package including Health Insurance, HSA, Dental, Vision, 401K, Life Insurance, AD&D, Short-Term and Long-Term Disability, FSA, Employee Assistance Program, Paid Vacation, Holidays, and more!
- Top-Rated Culture – Join and grow in an award-winning culture (#1 in 2021 & 2022 for mid-size employers/Top Workplace in USA Today) where you'll look forward to Monday.
- Principled Leadership – “Hungry. Humble. Smart.” is exemplified throughout the organization.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Schedule:
Application Question(s):
- Do you have a Bachelor's Degree, Series 7, and Series 66?
- How many years of experience do you have as a Financial Advisor/Financial Planner leading client meetings and reviews?
- Do you live in the Frisco area or plan to relocate for this role?
Work Location: Hybrid remote in Frisco, TX 75034