Talently, LLC
Certified Financial Planner (CFP)
Talently, LLC, Grand Prairie, Texas, United States, 75051
Job DescriptionJob Title : Certified Financial Planner (CFP)
Location : Dallas, TX
Salary : $100k-$175K DOE plus benefits
Skills : CFP / Certified Financial Planner / Wealth Planner
About Company / Opportunity :
Established and growing Boutique Independent Wealth Management firm seeks a Financial Planner to provide comprehensive financial planning services to high and ultra-high-net-worth clientele while maintaining and developing relationships.
HighlightsGuide ultra-high net-worth individuals and families on strategic asset management, estate, tax and financial planningNurture, manage, and maintain strong client relationshipsIdeally grow AUM through targeted new business development effortsForward thinking and planning-driven culture with an impressive track record of growth, supported by a client service team and professional managementCareer growth trajectory within the firmCompetitive compensation package including base salary, performance-based bonus potential, and benefitsRequirements
3+ years Financial Planning and Relationship Management experienceBachelor's degreeSeries 7, 65, 66, and/or CFPInterest in new business development is preferredSocial Media Marketing proficiency is a plus, though not required
Location : Dallas, TX
Salary : $100k-$175K DOE plus benefits
Skills : CFP / Certified Financial Planner / Wealth Planner
About Company / Opportunity :
Established and growing Boutique Independent Wealth Management firm seeks a Financial Planner to provide comprehensive financial planning services to high and ultra-high-net-worth clientele while maintaining and developing relationships.
HighlightsGuide ultra-high net-worth individuals and families on strategic asset management, estate, tax and financial planningNurture, manage, and maintain strong client relationshipsIdeally grow AUM through targeted new business development effortsForward thinking and planning-driven culture with an impressive track record of growth, supported by a client service team and professional managementCareer growth trajectory within the firmCompetitive compensation package including base salary, performance-based bonus potential, and benefitsRequirements
3+ years Financial Planning and Relationship Management experienceBachelor's degreeSeries 7, 65, 66, and/or CFPInterest in new business development is preferredSocial Media Marketing proficiency is a plus, though not required