CFP / Paraplanner

Employer
Charles R. Green & Associates, Inc.
Location
Fort Worth, Texas
Salary
$60,000 + insurance, 401(k), match and bonus potential
Closing date
Jul 21, 2022

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Job Role
Paraplanner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred
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Job Details

Opportunity

Fast growing, award winning, high-end boutique Financial Advisory Firm is seeking a goal oriented, hardworking teammate to join our exceptional and highly positive team.  If you are looking for on the job training and an inclusive work environment, then this opportunity is for you.

Our Brand

We are a Premier Wealth Management Firm located in Fort Worth, TX managing approximately 380 million in assets.  We consistently rank in the top 5 out of 1,200 advisors, with 4 years as #1.  We are committed to delivering exceptional, personal service to our clients.

Responsibilities

  • Analyze financial and investment information to determine strategies, products and services to help meet client needs and objectives.
  • Prepare information for quarterly and annual reviews including fund research, portfolio recommendations and ensure appropriate documentation and compliance requirements are satisfied
  • Attend client meetings, take notes, follow up and correspond with clients
  • Open new accounts, prepare paperwork and onboard prospects. Assist with trading and back-office work as needed
  • Conduct annual client meetings with W4 and W5
  • Utilize eMoney, gather data and prepare presentations
  • Prospect calling and manage prospect pipelines
  • Oversee our marketing strategies and communications
  • Oversee event scheduling and planning
  • Implement website and social media strategies Gather assets and prospect

Skill set

  • CFP (Preferred)
  • FINRA License (Preferred)
  • Minimum 1-2 years of financial experience or education
  • Proficient in Microsoft Office
  • Prior eMoney experience a plus

Benefits:

401(k)

401(k) matching

Health Insurance

Job Type:

Full-time - In-office

Company

Personal and Business Financial Planners
Find Us
Telephone
8173488700
Location
1612 SUMMIT AVE
STE 350
FORT WORTH
TX
76102
US

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