Merchandise Planner jobs in the United States

Our client is a boutique RIA based out of Marble Falls, TX. They are seeking a Financial Planner to join their growing team. If you are looking for an opportunity to grow into becoming a Lead Advisor, this is a great opportunity.

Responsibilities:

-Work alongside lead advisors to meet client needs.

-Use the financial planning software to create and update financial plans for clients.

-Answer client questions regarding their financial plans.

-Collaborate with the team on planning related items.

-Path to becoming an advisor and managing relationships.

Qualifications:

-Strong written and verbal communication.

-Exceptional interpersonal and client service skills.

-Excellent organization skills.

-Team player and growth-oriented.

-Love for financial planning.

-Comfortable with working in the office.

Experience:

-A bachelor's degree in finance or financial planning is preferred.

-3-5 years of Financial Services experience is required.

-CFP or CFP candidate preferred but not required

-Experience using eMoney, redtail and/or orion is preferred.

Base salary plus performance-based bonus opportunity, base salary commensurate with experience, starting at $70k . Opportunity for health insurance reimbursement stipend and 401k plan. PTO policy.