Financial Planner

Employer
BFS Advisory Group
Location
Dallas, Texas
Salary
Base salary, potential for performance-based pay, 100% coverage of health insurance premium and more
Closing date
Mar 7, 2024

View more

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

BFS Advisory Group is seeking to add a Financial Planner with CFP to our team.  We are adding forward-thinking people to our successful team; A-players who excel in an entrepreneurial environment. Our clients include business owners, corporate executives, and other professionals.

This position will be focused on sophisticated, goal-based wealth planning for our broad family of clients. The Financial Planner will assist the lead advisors in reviewing, analyzing, and delivering financial planning support to clients; they are an integral member of our client service team. The Financial Planner will be responsible for managing the financial planning workflow, servicing high net worth clients by preparing for meetings, developing proposals and presentation materials, dispensing financial planning advice, and developing relationships with clients who are new to our firm.

The Financial Planner needs to have a strong command of investments and security planning, estate planning, tax planning, employee benefits planning, and insurance planning. The Financial Planner must always support the CFP’s Duty of Loyalty to “place the interests of the client above the interests of the CFP Professional and the CFP Professional’s firm.”

The Financial Planner will work directly with BFS Advisory Group’s Wealth Advisors, and the entire team of credentialed wealth management professionals dedicated to serving our clients. The ideal candidate will reinforce and advance the BFS Advisory Group brand through being a trusted advisor and fiduciary to clients, a strong team player, and consistently providing superior service. This position offers the opportunity to grow into a Wealth Advisor based on successful performance.

 

Responsibilities:

  • Support Wealth Advisors with client meeting preparation (including developing meeting agendas and client portfolio presentations) and meeting follow up activities (such as processing client meeting notes, updating data in various systems, scheduling future actions)
  • Serve as primary source of communication with clients for day-to-day requests, client portals, and plan or portfolio updates
  • Analyze, draft, edit and deliver comprehensive financial plans to clients
  • Demonstrate holistic knowledge of goal-based planning by preparing and presenting solutions for all types of accumulation goals, including education planning, retirement planning, and other intermediate- to long-term strategies
  • Assist in onboarding new clients by guiding them through operational details to implement recommendations and to educate them about how we serve them
  • Build and continue strong relationships to retain existing clients
  • Maintain updated knowledge of regulations, tax laws and financial programs

 

Requirements:

  • Bachelor’s degree
  • CFP designation, or equivalent advanced planning designation
  • Minimum 3 years of experience in financial services, preferably as a financial planner or advisor
  • Series 7, 63 / 65, or 66 required; Life & Health Insurance license preferred
  • Excellent professional written and verbal communication skills and active listening skills
  • Technical and analytical training and experience in financial planning
  • High proficiency in MS Office, CRM systems, financial planning software (such as E-Money), and trading platforms, and the ability to utilize new technology with ease
  • Ability to maintain professional image and project our values and culture with clients, colleagues, vendors, and other third-party contacts
  • Exceptional organizational and time management skills
  • Fanatical attention to detail and excellent follow-through
  • Strong collaboration skills and adept at building relationships with clients, prospective clients, team members, and external resources
  • Passion to continue learning and improving
  • Confident self-starter who can be successful with minimal supervision and enjoys a fast-paced environment

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