Financial Planner
Billion+ AUM RIA
Fort Worth, TX
Overview
Established and growing Boutique Independent Wealth Management firm seeks a Financial Planner to provide comprehensive financial planning services to high net worth and ultra high net worth clientele while maintaining and growing relationships.
The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele, especially focusing on a more sophisticated client base.
Highlights
- Provide guidance to ultra-high net worth individuals and families on strategic asset management, estate, tax and financial planning
- Nurture, manage, and maintain strong client relationships
- Ideally grow AUM through targeted new business development efforts
- Forward thinking and planning driven culture with an impressive track record of growth, supported by a client service team and professional management
- Career growth trajectory within the firm
- Competitive compensation package including base salary, performance-based bonus potential, and benefits
Requirements
- 2-6+ years Financial Planning and Relationship Management experience
- Bachelor’s degree
- Series 7, 65, 66, and/or CFP
- Interest in new business development is preferred
- Social Media Marketing proficiency is a plus, though not required
