Tech-Savvy Certified Financial Planner - Join Our Innovative Team! (Remote in Dallas)
Job Description: Are you looking for a forward-thinking, technology-driven firm that offers a collaborative and growth-oriented environment? Join our dynamic financial planning team, where we serve high-net-worth clients nationwide. In this role, you will deliver tailored financial planning services to an existing book of business and have the opportunity to build your own client base within the Central Time Zone. We’re looking for a self-motivated, detail-focused professional passionate about financial planning and eager to grow within a supportive team. In this role, you will:
- Leverage innovative tools and technology to streamline financial planning processes and enhance client experiences.
- Build and maintain strong relationships with clients, ensuring their financial goals are met through comprehensive financial planning.
- Contribute to the refinement of our wealth transition strategies and planning services.
- Embrace opportunities for professional 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 client relations, with minimum of 2+ years in wealth management for high-net-worth individuals.
- Proven track record in managing a client book of business with high levels of client satisfaction and loyalty.
- Strong understanding of financial planning, investment strategies, and industry regulations.
- Demonstrated experience applying trust and estate planning principles to enhance clients' wealth preservation.
- Bachelor’s degree from an accredited institution; preferred majors include financial planning, finance, or accounting.
- FINRA Series 7, 63+65, or 66 license (required).
- Familiarity with financial planning software (eMoney required).
- Proficiency with Excel and data visualization tools.
- Exceptional analytical skills, as well as strong written and verbal communication abilities.
- Based in Dallas (required).
Company Overview: The AmeriFlex Group is a leading Hybrid RIA, helping clients navigate major life transitions. With headquarters in Las Vegas, NV, our team 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 Osaic. 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(k), health insurance, and reimbursement for approved professional development expenses. Application Process: To apply, please send your resume and a compelling cover letter to Stacy Leal at [email protected]. Contact Information: Stacy Leal | Phone: 702-987-9730 | AmeriFlex.com Equal Opportunity Employer Statement: The AmeriFlex Group is committed to fostering a diverse and inclusive workplace. We are an equal opportunity employer, and all qualified candidates will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, 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
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Financial planning: 5 years (Required)
License/Certification:
- CFP, CFP candidate (required)
- FINRA License (Required)
Work Location: Remote Job Type: Full-time Pay: $120,000.00 - $175,000.00 per year Benefits:
- 401(k)
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Financial Advisory: 5 years (Required)
- Wealth Management: 2 years (Required)
License/Certification:
- CFP or CFP Candidate (Required)
Location:
- Dallas, TX (Required)
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