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Financial Planning Client Advisor

Employer
The Capital Chart Room LTD
Location
Fort Worth, Texas
Salary
competitive salary + incentives + profit bonus + benefits
Closing date
Apr 15, 2021

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Job Role
Financial Planning
Sector
Finance
Contract Type
Permanent
Hours
Full Time

Are you a true professional with high standards and experience advising business owners? Are you a selectively social person who gains energy from meeting new people who have problems you can solve but don’t want to waste your time? Do you have a “by the book” style and like to be considered the resident expert? Are you able to follow through better than most people you know while still moving fast and keeping a lot of plates spinning? Must have experience advising business owners on business, investing and/or financial strategies and have an interest in and capacity to earn Partner status. Earned credentials like CFP®, CPA, Series 7, MBA or JD, preferred. Cut and paste this URL in your browser to tell us about yourself and upload your resume: https://www.cultureindex.com/c/ZkKxo928oF

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