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Certified Financial Planner

Company: Synergy Recruiting Group LLC
Location: Dallas
Posted on: November 26, 2022

Job Description:

Hiring for nationally known investment firm, to hire Certified Financial Planners in Dallas, TX.

In this role, you will provide investment guidance to your clients while expanding your skills and knowledge within the company. You will work with your clients to understand their individual needs to be able to financially advise them for future planning, maintain an understanding of financial markets and put your investors and yourself on a sustainable, financial path.

This is a lucrative role with potential to grow within as well as receive top benefits and perks! Relocation is also provided if need.

Requirements:

Certified Financial Planner (CFP)

Series 7, 63, 65 (preferred - if you do not have these, company will pay to obtain)

Job Type: Full-time

Benefits:
* 401(k)
* Dental insurance
* Health insurance
* Paid time off
* Vision insurance
Schedule:
* Monday to Friday
* Weekend availability

Ability to commute/relocate:
* Dallas, TX 75248: Reliably commute or willing to relocate with an employer-provided relocation package (Required)

License/Certification:
* CFP (Preferred)
* Series 7 (Preferred)
* Series 63 (Preferred)
* Series 65 (Preferred)

Work Location: Hybrid remote in Dallas, TX 75248%15370773%

Keywords: Synergy Recruiting Group LLC, Dallas , Certified Financial Planner, Other , Dallas, Texas

Click here to apply!

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