Associate Financial Planner / CFP Track
$65k - $95kGuided Path Financial
Job Description
Job Description
Guided Path Financial, a family-established wealth management firm in Plano, is hiring an Associate Financial Planner/CFP Candidate Track team member.
We are looking for a CFP professional, CFP candidate, recent graduate, or high-potential college student in financial planning, finance, business, or marketing who wants to build a long-term career in wealth management.
This is a hands-on growth role inside an established advisory firm. You will learn how a real financial planning practice operates, including client service, planning support, meeting preparation, follow-up, operations, marketing, and eventually client-facing advisory work.
This is not a cold-calling sales role. We are looking for someone who is relational, detail-oriented, coachable, professional, and excited about helping families make wise financial decisions.
Responsibilities may include:
- Supporting advisors with client meeting preparation and follow-up
- Helping organize financial planning data, notes, and action items
- Assisting with client service requests and account paperwork
- Learning financial planning concepts, investment operations, and practice management
- Supporting marketing, client communication, and business development projects
- Growing into more planning and client-facing responsibilities over time
Ideal candidates:
- CFP professional, CFP candidate, or interested in pursuing CFP certification
- Finance, financial planning, business, accounting, economics, or marketing background
- Strong communication skills
- Detail-oriented and organized
- Comfortable learning financial planning software and CRM systems
- High character, high ownership, and eager to grow
- Interested in a long-term career path in financial planning or wealth management
Location: Plano, TX
Schedule : Flexible depending on candidate fit; part-time, internship, or full-time may be considered
Firm: Guided Path Financial
Compensation Range: $65,000–$95,000, depending on experience, with substantial upside for the right long-term fit as this role is designed to grow into a key advisory and leadership position within the firm.
Website : guidedpf.com
Vacancy posted 2 days ago
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