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Company: Corps Team Staffing
Title: Financial Planner Analyst (Ref. #11544)
Areas: TX, TX-Dallas
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Description:

Are you a successful financial planner looking for an established and respected national firm where you can grow and advance in your career?  Our North Dallas client has an excellent opportunity for an experienced CFP -- check out the details and if this sounds like a job you would be interested in please let us know! We would love to talk with you!

A few highlights of the job - the position prepares comprehensive fee-based financial plans and plan reviews for high net worth individuals and families.  You would also interact with clients to gather data for the initial plan or plan review.  Duties include entering client information to comprehensive financial planning software, producing analytical reports for use in the plan and identifying and recommending appropriate planning strategies.  This is not a sales position and you will not be required to obtain clients.

Education/Experience Requirements:

  • CFP with a degree in Financial Planning or Finance preferred 
  • 3+ years’ experience in financial planning

Other Qualifications:

  • Excellent analytical skills with strong written and oral communications skills
  • Ability to prioritize multiple concurrent tasks and adhere to established deadlines
  • Adaptable and able to work collaboratively
  • Client service orientation
  • Competency with Microsoft Office products
  • Experience with eMoney software a plus
  • Strong technical knowledge base covering all aspects of comprehensive financial planning including:  cash management, income tax planning, investment planning, education planning, retirement planning, estate planning and risk management
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, TX-Dallas
Date Published: 8/15/2017
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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