Financial Advisor/Certified Financial Planner

Financial Advisor/Certified Financial Planner

Local to Dallas Metro Area preferred

Remote with some onsite meetings at firm's co-working space as needed

$75,000-125,000 Based on Experience

30-40 hours/week depending on candidate preferences

Our client, a boutique financial planning and wealth management firm based in Dallas, TX is looking for a talented human to help level-up and bring additional bandwidth to serve more amazing clients.

MUST HAVES:

• Certified Financial Planner (CFP) designation OR Certified Public Accountant (CPA) designation
• Deep understanding of financial planning for high-net-worth (HNW) families
• Excellent interpersonal skills that build trust and put clients at ease
• A high level of comfort acting as a liaison between clients and other professionals (estate attorneys, CPAs, insurance advisors)
• Strong experience in a client-facing capacity
• Detail oriented!!
• The natural bent to be nice to everyone, do what you say you will do, and treat everyone with respect
• The ability and willingness to challenge the status quo when there is a better way
• Someone who takes the work seriously, while enjoying and having fun with it

NICE TO HAVES:

• Experience with Charles Schwab as a custodian. Open to experience with other custodial platforms as well.
• Experience using Advyzon, Holistiplan, Right Capital, and/or Asset Map
• An existing blog or online social presence (big bonus, though NOT required)

WHAT WE OFFER:

• Competitive base salary with upside earnings commensurate with experience/skills.
• Flexible work environment. Position can be in office, hybrid, or fully remote, again, depending on the fit. And, we are looking for full-time, but if you prefer a consistent part-time schedule, this is totally doable for the right fit!
• The best clients you've ever seen (*my opinion, but almost fact)
• The opportunity to help shape where we go next!