Job Summary
A bank holding company is in need of a Remote Financial Planner in Dallas.
Candidates will be responsible for the following:
- Gathering client data and entering data into various software programs
- Building financial plans and analyzing the client’s financial situation
- Building relationships with internal partners by clearly communicating financial planning offering
Qualifications for this position include:
- Ability to conduct client discovery meetings and to present financial plans to high net worth clients
- Bachelor’s degree and 2-5 years’ experience in a financial planning role
- Proficiency with MS Office, CRM, virtual meeting software, and financial planning software
