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Lead CFP: Holistic Financial Planning & Growth

Boutique Recruiting

Boutique Recruiting is seeking a Certified Financial Planner in Austin, Texas, to provide comprehensive financial planning services. The role includes leading clients through estate and tax planning while ensuring compliance and adherence to standards. The ideal candidate will have an active CFP designation, 2-5 years of financial planning experience, and the ability to handle diverse client communications both virtually and in-person. The position offers competitive compensation and a benefits package including 401(k) matching and health insurance options. #J-18808-Ljbffr Boutique Recruiting

Vacancy posted 2 days ago
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