This job has expired

Paraplanner / CFP

Employer
Charles R. Green & Associates, Inc.
Location
Fort Worth, Texas
Salary
$60,000 - 75,000 + insurance, 401(k), match and bonus potential
Closing date
Sep 11, 2022

View more

Job Role
Paraplanner
Employment Type
Full Time
Level
Experienced
Experience Level
None
CFP® Certification
Preferred
You need to sign in or create an account to save a job.

Job Details

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

Company

Personal and Business Financial Planners
Find Us
Telephone
8173488700
Location
1612 SUMMIT AVE
STE 350
FORT WORTH
TX
76102
US
You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert