Certified Financial PlannerRK Partners • Plano, TX, US
serp_jobs.error_messages.no_longer_accepting
Certified Financial Planner
RK Partners • Plano, TX, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionServe as Lead Planner in client relationships, working in partnership with the Advisor Develop, analyze, and present financial plans and strategies during client meetings Maintain proficiency in eMoney; verify data accuracy for all plans and updates Understand and utilize other firm platforms, including CRM, portfolio management software, Schwab, and Fidelity Collaborate with clients’ external professionals (CPAs, attorneys, etc.) to support holistic planning Provide direct communication and ongoing support to clients as an additional point of contact Participate in weekly Financial Planning team meetings Assist in leading quarterly Wealth Management Committee meetings Education : Bachelor’s degree required (preferred fields : Financial Planning, Finance, or Accounting) Experience : 3–5 years of experience in the financial services industry CFP licensing required Technical Skills : Strong proficiency in eMoney Familiarity with Microsoft Office Suite (Outlook, Word, Excel, OneNote, Teams) Knowledge of portfolio management platforms and custodians such as Schwab and Fidelity (preferred)
Job Description
Job Description
Job Title : Certified Financial Planner
Location : Plano, TX
Position Summary
We are seeking an experienced and service-oriented Financial Planner to join our team. This individual will serve as a Lead Planner , working closely with the Advisor to manage client relationships, deliver financial plans, and develop comprehensive strategies to meet client goals. This role involves active communication with clients and their team of professionals (e.g., CPAs, estate attorneys, insurance agents), plan preparation, and participation in client meetings.
Key Characteristics & Ideal Candidate Profile
The ideal candidate will be :
- Service-oriented with a proactive attitude
- Highly organized and detail-oriented
- Comfortable managing multiple priorities in a fast-paced environment
- A strong communicator with excellent interpersonal skills
- A collaborative team player who thrives in a client-centric setting
Essential Responsibilities
Qualifications & Skills
serp_jobs.job_alerts.create_a_job
Financial Planner • Plano, TX, US
Job_description.internal_linking.related_jobs
Join Vanguard as a Certified Financial Planner in Plano, TX.Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking Cert...serp_jobs.internal_linking.show_more
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
We have a flexible work environment, and fluid career...serp_jobs.internal_linking.show_more
Financial Planner Job Duties : Provide financial planning and investment advisory services.Res...serp_jobs.internal_linking.show_more
Financial Planning Specialist Needed in North Dallas / / Great Compensation + bonus / / Growing Team / / Hybrid.This Jobot Job is hosted by : Stefan Woods.
Are you a fit? Easy Apply now by clicking the ...serp_jobs.internal_linking.show_more
As the manager responsible for the team in this role, your key responsibilities will include : .Ensuring the provision of insightful and actionable financial analysis and reporting, highlighting key ...serp_jobs.internal_linking.show_more
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives.How? By integrating financial planning, investment management, tax, estate, insurance,...serp_jobs.internal_linking.show_more
North Dallas area | HYBRID | Must be open to RELO to Dallas, Texas.Up to $175,000 base + 20-25% bonus.A growing PE-backed healthcare services company is seeking an experienced FP&A Manager to join ...serp_jobs.internal_linking.show_more For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives.How? By integrating financial planning, investment management, tax, estate, insurance,...serp_jobs.internal_linking.show_more 
Finance-Business Operations Hybrid Role.A finance-business operations hybrid role where you're responsible for tracking, forecasting, analyzing, and communicating the financial health of tech initi...serp_jobs.internal_linking.show_more
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare.We are known for delivering insights, products, and services that make quality care more accessibl...serp_jobs.internal_linking.show_more
What You’ll Gain by Joining Spectrum Financial Group.Deliver comprehensive financial planning services, from protection strategies to wealth management and retirement income solutions.Partici...serp_jobs.internal_linking.show_more McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare.We are known for delivering insights, products, and services that make quality care more accessibl...serp_jobs.internal_linking.show_more 
Senior Manager, Financial Planning & Analysis (FP&A).McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare.
We are known for delivering insights, product...serp_jobs.internal_linking.show_more Associate, Financial Planning And Analysis.As an Associate on the Financial Planning and Analysis (FP&A) team, you will play a key supporting role in delivering insightful financial analysis and re...serp_jobs.internal_linking.show_more 
Lennox International (LII) is a leading global provider of innovative climate control solutions for heating, ventilation, air conditioning, and refrigeration (HVACR) markets.Here at Lennox, we real...serp_jobs.internal_linking.show_more Driven by 130 years of legacy, HVAC and refrigeration success, Lennox provides our residential and commercial customers with industry-leading climate-control solutions.
At Lennox, we win as a team, ...serp_jobs.internal_linking.show_more 
Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized strategies that guide clients toward financial independence? If so, Melanin...serp_jobs.internal_linking.show_more
Focus on the core content of the job post, removing any extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.serp_jobs.internal_linking.show_more
Texas and consisted of the complete reconstruction of 13.I-820 / SH-183 corridor between Dallas and Fort Worth.Since opening in October 2014, nine months ahead of the contracted completion date, the ...serp_jobs.internal_linking.show_more
When you're the best, we're the best.We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authe...serp_jobs.internal_linking.show_more
Certified Financial Advisor
Vanguard • Plano, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Planner (Remote)
Empower • Garland, TX, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Financial Planner
TradeJobsWorkForce • 75237 Dallas, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Planning Specialist
Jobot • Plano, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior, Financial Planning & Analysis Associate
Symbiotic Services • Dallas, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Planner
Mercer Advisors • Dallas, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Planning & Analysis Manager
Creative Financial Staffing • Addison, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Sr Financial Planner
Mercer Advisors • Dallas, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Planning & Analysis (FP&A) Analyst Technology
Artech • Plano, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Manager, Financial Reporting
MCKESSON • Irving, TX, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Planner
Spectrum Financial Group • Dallas, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Manager, Financial Planning & Analysis (Remote)
MCKESSON • Irving, TX, United States
serp_jobs.filters.remote
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Manager, Financial Planning & Analysis (Remote)
McKesson • Irving, TX, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Planning & Analysis Associate
Symbiotic Services • Dallas, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Planning Analyst
Lennox International • Richardson, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Planning & Analysis Lead
Lennox International • Richardson, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Planner / Advisor
Melanin Money • Dallas, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Planning Manager
Yum Brands • Plano, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Planning and Analysis (FP&A) Manager
NTE MOBILITY PARTNERS LLC • USA, Texas, Dallas
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30
Financial Planning & Analysis Manager
Vizient • Irving, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted