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Financial Planner

Employer
GDS Wealth Management
Location
Flower Mound, Texas
Salary
$65,000 to $140,000+
Closing date
Jul 13, 2024

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

GDS Wealth Management invites you to join our dynamic team as a Financial Planner, as we continue to expand and empower clients in their pursuit of financial success. As a rapidly growing wealth management firm, we are passionate about guiding individuals toward their desired financial outcomes. By becoming a part of our young, motivated, and target-driven team, you will have a unique opportunity to shape the future prosperity of our thriving organization. 

 

Join the team of professionals in the wealth management industry, renowned for their exceptional expertise and dedication. Glen Smith, our esteemed founder, and president has been consistently honored as one of Forbes' Best-in-State Wealth Advisors for five consecutive years (2019-2023). This prestigious recognition highlights our commitment to excellence in delivering sophisticated financial planning solutions and unparalleled client service. At GDS Wealth Management, we strive to provide our clients with a sense of security and assurance as they pursue their financial goals. 

 

Our mission at GDS Wealth Management is to offer our clients peace of mind surrounding their financial goals with sophisticated financial planning and a high level of customer service. 

 

Job Summary

The financial planner will establish new client relationships in addition to providing advisory services and support to a select group of clients. In addition to taking the lead of financial planning for the firm’s small to midsize clients, the financial planner has the opportunity to help the team continue to expand its presence in North Texas and beyond.

 

Responsibilities & Activities

  • Have the opportunity to follow up on firm-generated leads, creating a track record of sales accomplishments and consistently meeting or exceeding targets.
  • Deliver financial planning to the client base and assist the firm’s principal financial planner as needed.
  • Participate in required meetings, training, and continuing education requirements.
  • Become a lifelong learner, continuously seeking to expand knowledge and stay updated on industry trends.
  • Work to build and maintain relationships with internal and external parties.
  • Dress in business professional attire.
  • Perform other duties and responsibilities as assigned.

 

Industry Experience Requirements

  • Prefer three to five years of financial planning and/or investment advisory experience, especially working with high-net-worth clients.
  • Active Series 65 or 66.
  • Clean U-4 and U-5 history.
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) preferred.

 

Knowledge, Skills, & Abilities

  • Bachelor's degree or higher is strongly preferred.
  • Highly motivated and self-driven, with a strong winner mentality and the ability to thrive under pressure.
  • Confident in expressing opinions and ideas, with excellent communication and presentation skills.
  • Detailed oriented, exhibiting excellent organizational and time management skills.
  • Strong relationship management skills and a genuine desire to help clients.
  • Full-time, on-site presence is mandatory.

 

What We Offer

  • Salary and uncapped bonuses are commensurate with experience.
  • A supportive and collaborative work environment where your ideas and expertise are valued.
  • Opportunities for professional growth and development through ongoing training and education.
  • Fast-paced and motivational culture focused on improving our clients’ lives.
  • Benefits package, including health insurance, matching 401k contributions, and more.

 

GDS Wealth Management Guiding Behaviors

At GDS Wealth Management, our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, and Improve) to deliver on the firm's core values of client-first, integrity, independence, and a conservative, long-term view.

We expect our associates at all levels to:

  • Grow professionally and inspire others to do the same.
  • Work with and through others to achieve desired outcomes.
  • Make prompt, pragmatic choices, and act with the client in mind.
  • Take ownership and hold themselves and others accountable for delivering results that matter.
  • Contribute to the continuous evolution of the firm.

 

For more information about our company, please visit our website at www.gdswealth.com.

 

The financial planner plays a pivotal role in attracting and retaining clients. If you have a relentless, burning desire to succeed as a wealth advisor and share our vision, then we would love to hear from you!

 

If you’re interested in this opportunity, please send your resume and letter of interest to careers@gdswealth.com. Given the high demand for this position, we’re only able to contact the most qualified candidates.

 

The Forbes America’s Top Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Research Summary (as of April 2023): 39,007 Advisor nominations were received based on high thresholds. 22,243 Advisors were invited to complete the online survey. SHOOK has conducted over 17,546 telephone interviews with advisors. 3,557 Advisors were interviewed in-person at the Advisors' location and 1,361 interview were web-based. Final list of the top 250 advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither GDS Wealth Management nor any of its Financial Planners pay a fee in exchange for this award/rating. GDS Wealth Management is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/top-wealth-advisors/?sh=4281b4c61c7c more info. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Investment advice offered through GDS Wealth Management, a registered investment adviser.

 

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