Remote Financial Planner in Dallas

Location: Texas

Compensation: Salary

Staff Reviewed: Thu, Jul 22, 2021

This job expires in: 26 days

Job Category: Financial

Remote Level: 100% Remote

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

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

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