Comprehensive Financial Planner

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!Compensation:

$60,000 at plan yearly

Responsibilities:

• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations

• Serve as a collaborative team player willing to further development through continued training opportunities
• Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Customize financial plans for each client based on their professional/work circumstances, life stage, and evolving financial needs

Qualifications:

• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
• A Bachelor’s degree in business administration, finance, or a related field is required
• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital

• Computer proficiency in Microsoft Office, CRM systems, Financial Planning software, Google Suite, and other tools is strongly preferred
• Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients
• Valid FINRA Series 7 & 66 preferred but not required. The ideal candidate will obtain the necessary insurance license
• Working knowledge of financial products, the financial industry personal Financial Advisor or responsibilities, or Financial Planning roles is essential
• Relevant, successful, proven work-related experience is required. A Bachelor's degree in Business Administration, Finance, or a similarly related field is preferred but not required

About Company

We are a forward-thinking comprehensive planning firm, establishing a presence in the Austin, Texas area with a client-first approach to financial planning.