Financial Advisor

$350M+ AUM, TEAM-CENTRIC, SEC RIA
Our client is a premier financial planning and wealth management firm based in Taylor, Texas. They have been serving clients in central Texas and beyond for over two decades. The growth of the firm has been fueled by the ability of the firm to evolve and provide the knowledge and resources to best serve its existing and prospective client base. We offer the ideal candidate the resources that can only come from an established and respected firm that encourages an entrepreneurial spirit.
WHAT YOU WILL GET TO DO
Prepare for and participate in client meetings. Create, develop, and edit client deliverables. Collect, organize, and analyze client information. Prepare and make recommendations for client financial plans and investments. Leverage technological platforms to support client and financial transaction related matters. Help clients implement recommendations. Research issues for clients and take necessary action. Support the senior advisor(s) in a multitude of client service and advisory functions.
QUALIFICATIONS 
Bachelor’s degree from an accredited university.  At least 2 years of financial planning experience required. Excellent written and verbal communication skills. Strong interpersonal skills. Team player. Ability to maintain a high level of confidentiality. Working knowledge of MoneyGuidePro, Holistiplan and Redtail are a plus.
THE PERKS 
Starting base salary range of $80k+ based on experience, plus bonus opportunities. Group health and dental. Paid vacation days. Paid market holidays. Continuing education: company support of securities licensing and pursuit of the CFP® certification if not already acquired. Clear growth track to increased responsibility and compensation.