Certified Financial Planner, Tax Channel

We are seeking a Financial Planner who will serve an assigned high-net-worth client base. The Financial Planner will also develop ongoing working relationships with the client’s Financial Planning Consultant, and the client’s CPA on behalf of the client. This position will review each client’s financial situation, make appropriate observations and recommendations, and take ownership of the planning process on behalf of the client. The Financial Planner will be accountable for developing and maintaining a comprehensive knowledge of the client’s financial situation, identifying planning opportunities, and following through on implementation. May also work on behalf of prospects and assist in relationship development with new or prospective clients. This is a hybrid role, 1-2 days a week in the office. Candidates must be located near one of our offices: Currently we are targeting the (Dallas, TX) area as the primary office location.