Financial Planner

GPAC • Fort Worth, TX

397d

About The Position

The financial planner will work closely with clients to assess their financial situations and goals, developing comprehensive financial plans to help them achieve those objectives. This role involves analyzing finances, creating investment strategies, and ensuring clients are on track to meet their financial goals.

Requirements

• Bachelor's degree in finance, accounting, business, economics or related field
• 3+ years experience in financial planning or analysis role
• CFP (Certified Financial Planner) designation preferred
• Series 65 license or ability to attain
• Excellent analytical, communication, and relationship-building skills
• High attention to detail with ability to explain complex financial concepts simply

Responsibilities

• Meet with clients to collect information about their financial situations, objectives, risk tolerance, time horizons, etc.
• Analyze clients' finances, identify issues and opportunities, and evaluate alternative courses of action
• Develop and present comprehensive financial plans that include investment strategies, tax planning, asset allocation, risk management, retirement planning, estate planning strategies, and other components
• Implement financial plans by recommending specific investment vehicles, insurance policies, etc.
• Monitor clients' accounts and plans, recommending any necessary changes and ensuring continued progress toward goals
• Stay current on financial planning regulations, legislation, and tax law changes

Benefits

• Competitive salary
• Benefits package
• Opportunities for career advancement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Administrative and Support Services
• Education Level: Bachelor's degree