Planner | Plano, TX

Job Title: 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

• Serve 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

Qualifications & Skills

• Education: Bachelor’s degree required (preferred fields: Financial Planning, Finance, or Accounting)
• Experience: 3–5 years of experience in the financial services industry
• Series 65 or 66 requried; CFP Preferred (firm will pay for candidate to obtain)
  
• 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)