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Company: Corps Team Staffing
Title: Financial Planner (Ref. #11329)
Areas: TX-Dallas
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Great opportunity to work at one of the “Top Places to Work” in Dallas! This growing private wealth management firm is seeking a talented, collaborative individual for an Analyst position who is dedicated to client service, integrity and excellence! Great location in Highland Park!

Duties and Responsibilities:

  • Prepare financial analyses for various personal wealth management issues; including investments, estate planning, tax planning, debt management and insurance
  • Information gathering for client financial matters
  • Communications with client service team and client outside advisors
  • Preparation of financial reports and presentations for clients
  • Coordination and execution of investment strategies
  • Research on investment ideas and wealth management strategies

Minimum Position Requirements:

  • 1 – 3 years of work experience in financial services industry
  • Have completed the CFP program, or in process of completion
  • CPA preferred, but not required
  • Undergraduate business degree in accounting or finance
  • Preferred 3.2 minimum cumulative GPA
  • Either internship or full-time work experience in finance industry
  • Strong financial analytical skills and understanding of basic financial concepts
  • Desire to learn and grow professionally in the personal wealth management business.
  • Experience using Windows based software, including Microsoft Excel and PowerPoint, applications and the Internet
  • Must consent to and have favorable consumer report, background check and drug/alcohol test.


Type: Direct Hire
Highest Degree Obtained: College Degree (4 year)
Rate: Commensurate with Experience
Field of Expertise: Accounting & Finance
Work Experience: 1-3 Years
Career Level: Staff
Areas: TX-Dallas
Date Published: 6/4/2017
This position is being handled by a Corps Team recruiter. Please apply directly to this position for consideration, and someone from Corps Team will contact you if your experience meets our client's criteria.
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