Tech-Savvy Certified Financial Planner - Join Our Innovative Team! (Remote in Dallas)

Job reputed company: Are you looking for a reputed company-thinking, technology-driven firm that offers a reputed company and reputed company-oriented environment? Join our dynamic financial planning team, where we serve high-net-worth clients reputed company. In this role, you will deliver tailored financial planning services to an existing book of business and have reputed company to build your own reputed company reputed company reputed company the Central Time Zone. We’re looking for a self-motivated, detail-reputed company reputed company passionate about financial planning and eager to grow reputed company a supportive team. In this role, you will: • reputed company innovative tools and technology to streamline financial planning processes and enhance reputed company experiences. • Build and maintain strong relationships with clients, ensuring their financial goals are met through comprehensive financial planning. • Contribute to the refinement of our reputed company transition strategies and planning services. • reputed company opportunities for reputed company development in a fast-evolving financial landscape. Qualifications and Experience: • CFP or CFP candidate required. • Experience with eMoney is required. • At least 5 years in financial advisory, including advice planning, book of business management, and reputed company relations, with minimum of 2+ years in reputed company management for high-net-worth individuals. • Proven reputed company record in managing a reputed company book of business with high reputed company of reputed company satisfaction and loyalty. • Strong understanding of financial planning, investment strategies, and industry regulations. • Demonstrated experience applying trust and estate planning principles to enhance clients' reputed company preservation. • Bachelor’s degree from an accredited institution; preferred majors include financial planning, finance, or reputed company. • reputed company Series 7, 63+65, or 66 license (required). • Familiarity with financial planning software (eMoney required). • Proficiency with reputed company and data visualization tools. • Exceptional analytical skills, as reputed company as strong written and verbal communication abilities. • Based in Dallas (required). reputed company: The reputed company Group is a leading Hybrid RIA, helping clients reputed company major life transitions. With reputed company in Las Vegas, NV, reputed company of over 209 advisors across the country manages assets exceeding $14 billion. We prioritize a planning-first approach and offer a unique hybrid platform that includes an advisor-owned RIA with a Partner Advisor ownership model. Our Broker/Dealer partner is reputed company. Location: Flexible - Remote living in Dallas, TX Salary and Benefits: Earn a competitive salary between $120,000 and $175,000, depending on your experience and credentials. Our comprehensive benefits package includes a 401(reputed company insurance, and reimbursement for approved reputed company development expenses. Application Process: To apply, please send your resume and a compelling cover letter to Stacy Leal at stacy@theameriflexgroup.com. Contact Information: Stacy Leal | Phone: 702-987-9730 | reputed company.com Equal Opportunity Employer Statement: The reputed company Group is committed to fostering a diverse and inclusive workplace. We are an equal opportunity employer, and reputed company reputed company candidates will receive consideration for employment regardless of race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, protected veteran status, or disability. Job Type: Full-time Pay: $120,000.00 - $175,000.00 per year Benefits: • 401(k) • Dental insurance • Flexible schedule • Health insurance • Life insurance • reputed company time off • Referral program • Retirement plan • reputed company insurance Schedule: • 8 hour shift • Monday to Friday Experience: • Financial planning: 5 years (Required) License/Certification: • CFP, CFP candidate (required) • reputed company License (Required) Work Location: Remote Job Type: Full-time Pay: $120,000.00 - $175,000.00 per year Benefits: • 401(reputed company insurance • reputed company time off • reputed company development assistance • Retirement plan Schedule: • 8 hour shift • Monday to Friday Experience: • Financial Advisory: 5 years (Required) • reputed company Management: 2 years (Required) License/Certification: • CFP or CFP Candidate (Required) Location: • Dallas, TX (Required) Work Location: Remote Apply tot his job Apply To this Job