💼 Financial Planner

Company
Financial Planner Recruiting, LLC
Location
Marble Falls, TX
Date posted
2025-01-07
Job Type
None
Industry
Accounting / Finance
Description
Our client is a boutique RIA based out of Marble Falls, TX. They are seeking a Financial Planner to join their growing team. If you are looking for an opportunity to grow into becoming a Lead Advisor, this is a great opportunity. Responsibilities: -Work alongside lead advisors to meet client needs. -Use the financial planning software to create and update financial plans for clients. -Answer client questions regarding their financial plans. -Collaborate with the team on planning related...See full description
Important Skills Hard skillsSoft Skills
Financial planning Investment strategies Tax planning Retirement planning Estate planning Risk management Insurance planning Communication Analytical thinking Problem-solving Attention to detail Time management
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