Financial Planning Relationship Manager

Location
Fort Worth, Texas
Salary
competitive salary + incentives + profit bonus + benefits
Posted
Jul 22, 2021
Closes
Aug 21, 2021
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

Are you a true professional with high standards and experience advising business owners? Are you a selectively social person who gains energy from meeting new people who have problems you can solve but don’t want to waste your time? Do you have a “by the book” style and like to be considered the resident expert? Are you able to follow through better than most people you know while still moving fast and keeping a lot of plates spinning? Must have experience advising business owners on business, investing and/or financial strategies and have an interest in and capacity to earn Partner status. Earned credentials like CFP®, CPA, Series 7, MBA or JD, preferred. Cut and paste this URL in your browser to tell us about yourself and upload your resume: https://www.cultureindex.com/c/ZkKxo928oF