Financial Planning Relationship Manager

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

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: