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Workplace Financial Planner Jobs in Texas

Associate Financial Planner Jobs
By 49 Financial At Austin, TX, United States

Excellent verbal and written communication skills, natural relationship-building ability, growth mindset, Bachelor's Degree

Financial Planning and Business Development

Financial Planner Jobs
By Westwood Holdings Group At , Houston, 77024, Tx
3+ years of financial planning experience in a client service organization; trust or investment management experience
Excellent time management, prioritization, and multi-tasking skills
Grow and maintain financial planning education and skills in tax analysis, estate planning, insurance planning, and retirement planning
Manage Financial Planner, mentoring them, developing their skills and assisting with their analysis as needed
Support strategic initiatives for the financial planning department, including process improvement projects and educational materials on financial planning topics
Other projects, duties and responsibilities as assigned
Junior Financial Planner Jobs
By Advisor Business Solutions At , Pasadena, Ca $85,000 - $95,000 a year

Our client is a successful private wealth management firm with $1 bil AUM based in Pasadena, CA. The well-established firm seeks the right person to join its team as a Junior Financial Planner. The ...

Staff Financial Planner Jobs
By Mayo Clinic At , Rochester, 55905, Mn $131,601 - $190,860 a year
Bachelor's degree & advanced degree(s) or certification(s) (CFP, CFA, CPA/PFS, CAIA, JD, or MBA) required.
This vacancy is not eligible for sponsorship/ we will not sponsor or transfer visas for this position.
Affirmative Action and Equal Opportunity Employer
Financial Planner - Required Cfp
By Avantax At , Dallas, Tx
Serve as the lead planner/project manager for an assigned client/prospect base.
Other job duties as assigned.
Bachelor’s degree (B.A.) or equivalent from four-year college or university, and/or two to four years of related experience and/or training required.
Four years of related experience and/or training are required.
Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email and
Enter client data into financial planning software.

Are you looking for an exciting and rewarding career as a Financial Planner? Join our team and help our clients reach their financial goals! We offer a competitive salary, excellent benefits, and a supportive work environment. Take the first step towards a successful future and apply today!

Overview A Workplace Financial Planner is a professional who provides financial advice and guidance to individuals and businesses. They help clients develop strategies to achieve their financial goals, such as retirement planning, estate planning, and investment management. They also provide advice on tax planning, insurance, and other financial matters. Detailed Job Description A Workplace Financial Planner is responsible for providing comprehensive financial advice and guidance to clients. They work with clients to develop and implement strategies to achieve their financial goals. This includes retirement planning, estate planning, investment management, tax planning, and insurance. They also provide advice on budgeting, debt management, and other financial matters. They must be knowledgeable about the latest financial trends and regulations, and be able to explain complex financial concepts in an understandable way. Job Skills Required
• Knowledge of financial planning principles and practices
• Ability to analyze financial data and develop strategies
• Excellent communication and interpersonal skills
• Ability to explain complex financial concepts in an understandable way
• Knowledge of tax laws and regulations
• Ability to work with clients to develop and implement strategies
• Knowledge of investment products and services
• Proficiency in Microsoft Office applications
Job Qualifications
• Bachelor’s degree in finance, accounting, or a related field
• Certified Financial Planner (CFP) designation
• Chartered Financial Analyst (CFA) designation
• Master’s degree in finance, accounting, or a related field
• Five or more years of experience in financial planning
Job Knowledge
• Knowledge of financial planning principles and practices
• Knowledge of tax laws and regulations
• Knowledge of investment products and services
• Knowledge of financial markets and trends
• Knowledge of retirement planning strategies
• Knowledge of estate planning strategies
Job Experience
• Five or more years of experience in financial planning
• Experience in providing financial advice and guidance to clients
• Experience in developing and implementing financial strategies
• Experience in budgeting and debt management
• Experience in analyzing financial data
Job Responsibilities
• Develop and implement financial strategies for clients
• Provide advice and guidance on retirement planning, estate planning, and investment management
• Analyze financial data and develop strategies to achieve clients’ financial goals
• Explain complex financial concepts in an understandable way
• Monitor financial markets and trends
• Prepare financial reports and presentations
• Provide advice on budgeting and debt management