Find an Office

View Job

Company: Corps Team Staffing
Title: Financial Planner (Ref. #11329)
Areas: TX-Dallas
You will first be asked to login or create an account.
Description:

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.
You will first be asked to login or create an account.

Featured Recognitions

Women’s Business Enterprise National Council Award   asa2   NewSIA_logo2014   inc-500-award   EWW badge_2012