Certified Financial Planner

About the role

This role offers an opportunity for a Certified Financial Planner to engage deeply with clients, providing comprehensive financial planning services. The position requires a commitment to high standards of client service within a fee-only registered investment advisory environment. Candidates should be prepared to navigate complex financial scenarios, ensuring that client needs are met with precision and care. The ideal candidate will thrive in a client-facing role that demands both technical expertise and interpersonal skills. This is a chance to make a meaningful impact on clients’ financial futures while working within a supportive and growth-oriented team environment.

Responsibilities

• Deliver deep, holistic financial planning, including estate, tax, and special needs considerations
• Meet firm and client service standards of a fee-only registered investment advisory
• Contribute to business development, potentially earning a percentage of first-year fees for new clients
• Assist with new account paperwork and wire transfers to understand operational processes
• Conduct tax and retirement projections
• Participate in client meetings, taking notes and potentially presenting portions of discussions
• Communicate effectively with a diverse client base, utilizing video conferencing and in-person meetings as needed
• Research and analyze financial data to support planning efforts
• Oversee the execution of financial plans
• Collaborate with advisors on complex questions and issues
• Engage in continuous learning and professional development to enhance planning skills

Requirements

• Active CFP designation is required for all advisor roles
• Experience in a registered investment advisory or comparable deep-planning environment is preferred
• Proven leadership experience managing advisors or teams is preferred
• Willingness to work onsite in College Station is required
• Comfort with deep, holistic planning across tax, estate, and multi-generational considerations is required
• 2-5 years of financial planning experience is required
• BA degree is required
• Additional credentials such as CFA, CPA, or JD are preferred
• Experience at a firm of similar size is preferred

Benefits

• Employees are compensated semi-monthly
• 401(k) matching program with a dollar-for-dollar match up to 5%
• Health insurance options through BCBS Texas with various plans available
• PTO accrual of 120 hours per year, with additional office closures on select holidays
• Access to NAPFA Group Benefits for additional insurance options

Pay

Salary Range: $80,000 – $115,000 / Year DOE

Schedule

Onsite