Senior Financial Planning Case Writer

Carter Financial Management
Dallas, Texas
Aug 26, 2019
Sep 25, 2019
Employment Type
Full Time

Senior Case Writer


Carter Financial Management is a Dallas-based holistic financial planning firm that has provided comprehensive wealth management and financial planning services to high net worth individuals, families and business owners for over 40 years. We are a small company with a big impact, and our growth has created an opportunity to add an experienced CFP to our team. This salaried position is responsible for preparing and presenting customized, sophisticated financial plans to our existing clients. The right candidate will also have the opportunity to take on a key leadership role in the firm, managing the case writer team and determining product/pricing opportunities.

Successful candidates will have:

  • At least seven years of experience writing comprehensive financial plans
  • Excellent communication, organization and analytical skills
  • Strong technical knowledge of financial planning for high net worth clients, including the ability to develop recommendations for complex tax, estate, retirement and insurance issues
  • Strong computer skills, including eMoney and Microsoft Office products
  • The ability to alternate between collaborating with others and working independently
  • A focus on delivering accurate, creative and comprehensive work while providing outstanding client service
  • A strong work ethic and high degree of emotional maturity
  • Experience managing or mentoring other case writers
  • CFP required, CPA and/or JD preferred


Please email your resume with a cover letter describing your unique abilities and salary requirements to