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Company: Corps Team Staffing
Title: Senior Financial Planner (Ref. #11330)
Areas: TX-Dallas
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Opportunity to work with one of the best Wealth Management firms in Dallas! Great Highland Park location! Our client is a growing private wealth management firm seeking to hire a Senior Financial Planner. 

Duties and Responsibilities:

  • Oversee, manage, prepare, analyze and provide advice to wealthy families on all aspects of personal financial planning including but not limited to:
    • investments
    • estate planning
    • tax planning
    • debt management
    • insurance
  • Responsible for gathering all information for client financial matters
  • Research on investment ideas and wealth management strategies
  • Assessing financial decisions and situations and thinking creatively of logical plans to evaluate the client’s options and put together a quantitative and qualitative analysis
  • Preparation of financial reports and presentations for clients
  • Coordination and execution of investment strategies
  • Responsible for attending client meetings and providing input in these meetings, talking to clients on the phone, and coordinating most of the work and communication with the client’s outside advisors (CPA’s, Attorney’s etc.)
  • Managing the flow of all projects for assigned clients and driving them to completion
  • Must be able to ensure that all work products presented are timely, accurate and well thought out
  • Must be able to delegate tasks, manage Analysts and communicate the status of projects to Managers and Directors
  • Responsible for mentoring analysts by training, teaching and develop their careers at the firm
  • Business development is not part of this role

Minimum Position Requirements:

  • Bachelor’s degree from accredited university with major focus of study in accounting or finance
  • 3+ years’ work experience in financial services industry
  • Have completed the CFP program, or in process of completion
  • IMCA (CPWA) designation a plus
  • CPA preferred, but not required
  • Must have strong understanding of wealth management process
    • Asset allocation and application to each client’s goals
    • Performance reporting and how to interpret numbers
    • Estate planning and estate reduction strategies
    • Charitable planning strategies
    • Ability to perform property and casualty assessment
    • Understand how to evaluate life insurance and the product options
  • Must have strong Excel, PowerPoint and Word skills as well as the ability to learn new systems and is internet savvy
  • Strong financial and analytical skills and understanding of basic financial concepts
  • Desire to learn and grow professionally in the personal wealth management business
  • Must consent to and have favorable credit 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: 4-5 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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