Financial Planner

Employer
Encompass Advisory Services
Location
Katy, Texas
Salary
35 - 45 bps goes to EAS with remaining paying to advisor; 70% on product sales
Closing date
Mar 12, 2024

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

Job Details

Encompass Advisory Services is seeking Certified Financial Planner® professionals to join our team. We are currently rapidly growing and looking for partners who are interested in expanding a firm and being a partner/owner of the company with earned or purchased equity. We have options for remote appointments and/or in person appointments in an office setting. We use Charles Schwab as our primary custodian and are looking for CFP® professionals who are wanting to grow and be a part of a dynamic organization. Our mission is to encompass faith, family, and fitness through financial planning. We are seeking financial planners looking for an opportunity to serve our clients with a faith/family/life balance. 

Company

Founded in 2016, Encompass Advisory Services is a local RIA with over $65 million of AUM and annual revenue over $1 million. As a fiduciary and completely independent Registered Investment Advisor (RIA) firm, Encompass Advisory Services (EAS) accomplishes this by providing holistic financial planning which includes the integration of tax planning, estate planning, investment planning, and retirement planning. Our investment options are broad, not limited to a specific product, and cover the spectrum from CDs and Money Market accounts to individual stocks, mutual funds, and exchange traded funds. 

Company info
Website

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