Paraplanner / CFP

Charles R. Green & Associates, Inc. is a premier financial planning and wealth management firm located in Fort Worth, TX.  We are experiencing continued strong growth and are looking for a CFP® / Jr Advisor to join our hardworking team.  

This full-time (in-office) position will provide technical and administrative support by preparing for client meetings, presentations and gathering information to establish new accounts.  You will sit in on client meetings, oversee communications and provide ongoing client support. 

Professional Skills and Experience

• Series 7 license and CFP® (completed or in progress near completion)

Personal attributes

• Strong written and verbal communication skills to effectively work with clients and colleagues Team player with a positive attitude

• Ability to represent the Firm in a positive professional manner

Benefits:

401(k)

401(k) matching

Health Insurance

Job Type:

Full-time - In-office