If your dream job is real financial planning with clients from all walks of life, we’d like to visit with you. Our planners get to see the impact of their work every day. We do not require a minimum amount of assets for clients, which allows us to work with people from a broad range of socioeconomic levels.
As a small, fee-only firm in Keller, TX, each person on our team makes a difference. We are looking for a Certified Financial Planner™ professional with 3 years of financial planning experience who is committed to our core values of best interest of the client, respect, competence, professionalism, accessibility, and work-life balance.
As a Financial Planner, you will prepare and update financial plans, lead and/or participate in client meetings while developing strong client relationships, provide detailed follow-up, and collaborate with other members of the planning team (including the firm principal). Because we’re fee only, product sales are NOT part of the job. Working with both hourly and ongoing clients enables you to expand on your broad range of financial planning knowledge.
Keener Financial Planning offers a career path based on your goals and the needs of our company to grow as a supporting advisor and/or take on lead advisor responsibilities. We find our supportive mentorship and training enable our planners to develop their best planning and client relationship skills. Our team agrees because we’ve been certified as a Great Place to Work for 2022 – 2023. There are also potential future firm ownership opportunities.
Competitive salary based on skills and experience plus quarterly bonus potential. Company-paid health, dental, vision, life insurance, and holidays. 100% 401(k) match up to 6% of pay. After 90 days, employees are also eligible for open paid vacation time. Once fully trained in-person at our office in Keller, TX, this role is a hybrid in-office and remote position.
**We are open to having a discussion about this position being 100% remote.
For outstanding candidates not already enjoying the friendly people, booming economy, and beautiful surroundings of North Texas, we will provide a relocation package. Learn more about living and working in Keller at https://www.cityofkeller.com/about-us.
We are an equal opportunity employer and are dedicated to providing an inclusive environment for all employees and clients.
Send your resume and cover letter to Director of Operations, Kelli Hinton – email@example.com to apply for this position and learn more information.