Associate Financial Planner (CFP Track) | Wealth Advisory
Retirement Resource Center, LLC.
Retirement Resource Center, LLC is a Dallas/Frisco-area wealth management firm hiring an Associate Financial Planner / Associate Advisor for an August start. CFP certification is preferred, but candidates on CFP track, with coursework, or who have passed the CFP exam are welcome. The role is designed for a long-term career in financial planning and advisory work. Location: Plano, TX. Start date: on or before August 17, 2026. Compensation: based on experience and CFP/licensing progress. #J-18808-Ljbffr Retirement Resource Center, LLC.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Associate Financial Planner (CFP Track) | Wealth Advisory in Plano, TX vacancy
$65k - $95k
...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... ...growth role inside an established advisory firm. You will learn how a real financial...SuggestedFull timePart timeInternshipFlexible hoursGuided Path Financial
Plano, TX4 days ago- ...Beacon Pointe Advisors as an Associate Wealth Advisor in our Plano, TX... ...responsible for assisting in client advisory, investment management, and... ...service, advising, and financial planning Assist with business... ...Professional Financial Designation (CFP®, CFA, or Series 65, or...SuggestedWork experience placementWork at office
Beacon Pointe
Plano, TX1 day ago $45k - $85k
...a 2-year, performance-driven track designed to develop entrepreneurial... ...a team. Your Path: From Associate Trainee to Vice President The... ...increase production Phase 3: Wealth Management Associate (12–24... ...networking, events) Conduct financial strategy meetings and close new...SuggestedTraineeshipLemnis Capital
Richardson, TX4 days ago- ...seeking experienced Senior Wealth Advisors to join Beacon... ...develop personalized financial strategies and help... ...Wealth Advisor ~ Proven track record of client... ...experience preferred ~ CFP®, CFA, or other professional... ...Beacon Pointe's wealth advisory services, please visit:...Suggested
Beacon Pointe Advisors
Plano, TX3 days ago - Beacon Pointe in Plano, TX seeks an Associate Wealth Advisor to support Senior Wealth Advisors and provide exceptional service to high-net... .... Responsibilities include client communication, support in financial planning, and assisting with business development. The ideal...SuggestedWork at office
- ...Plano -PLAN Areas of Interest: Wealth Management Pay Transparency... ...Application Deadline: 07/01/2026 BOK Financial Corporation Group includes... ...certification (JD, CPA, CFA, CFP, etc.), and 3 - 5 years of equivalent... .... Experience in an investment advisory firm environment with...Work experience placementWork at office
BOK Financial
Plano, TX5 days ago - ...Private Client Advisor in Chase Wealth Management. You will provide comprehensive financial planning and investment solutions... ...at least 2 years of financial advisory experience, a valid Series 7 and... ...journeys. A Bachelor's degree and CFP certification are preferred. #J...
- Cain Watters & Associates, LLC in Frisco, Texas, is seeking a full-time Financial Planner responsible for delivering goal-based financial planning and wealth management services. Your role includes developing... ...or a related field and a CPA, CFP, or CFA license are required....Full time
- Associate Financial Planner / Associate Advisor - CFP Track An established Dallas/Frisco-area wealth management firm is hiring an Associate Financial Planner / Associate Advisor for... ...long-term career in financial planning and advisory work. CFP certification is preferred,...
- Cain Watters & Associates, based in Frisco, Texas, is seeking a Financial Planner to deliver comprehensive financial planning and wealth management services. The successful candidate will manage... ...degree and professional licenses (CPA, CFP, CFA), along with strong...Remote jobFull time
- Beacon Pointe is looking for experienced Senior Wealth Advisors to join our team in Plano, Texas. In this role,... ...wealth. You will need over 5 years of experience in the financial advisory field, along with a strong track record in client acquisition. Excellent...
$65k - $120k
...Summary/Objective Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team... ...~ A CPA/CPA Candidate (Certified Public Accountant), CFP/CFP Candidate (Certified Financial Planner), or CFA/...Full timeTemporary workWork at officeImmediate startRemote workMonday to FridayDay shift3 days per weekCain Watters & Associates
Frisco, TX4 days ago$85k - $145k
...helping families amplify and simplify their financial lives by integrating financial planning,... ...methodologyhere . Job Summary The Wealth Path Wealth Advisor works in a client-focused... ...Certifications Certified Financial Planner (CFP) designation; additional certifications...Temporary workWork at officeLocal areaMonday to FridayFlexible hoursMercer Advisors
Plano, TX1 day ago$45k - $85k
...Development Program offers an accelerated path to becoming a financial planner and future leader. This two-year program combines... ...licenses About Company Lemnis Capital is an independent wealth management firm committed to helping individuals, families, and...Lemnis Capital
Richardson, TX16 days ago- ...Managing Partner, the Financial Planner is responsible for delivering... ...planning and wealth management services to Cain Watters & Associates clients. This role serves... ...and tax‑optimized advisory philosophy. Essential... ...or related field. CPA, CFP or CFA license in good...Full timeTemporary workWork at officeImmediate startRemote workMonday to Friday
Cain Watters & Associates
Frisco, TX4 days ago - ...one of the nation’s most respected investment management and wealth advisory organizations, serving millions of investors worldwide through... ...-first philosophy built on trust, integrity, and long-term financial success. Recognized for its commitment to fiduciary advice, investment...WorldwideRelocation package
Kyler Professional Search
Plano, TX2 days ago - ...FUNCTION / SUMMARY: Senior Wealth Advisors are responsible for... ..., production, and delivery of financial planning services to new and existing... ..., maintain, and update call planner, pipeline, and closed business... ...high net worth clients ~ CFP, JD, MBA or CPA preferred ~...Local area
Hancock Whitney
Plano, TX7 days ago $65k - $120k
Cain-Watters- in Frisco, Texas is looking for an Associate Financial Planner to support the Planning Team in managing client relationships and the... ...Bachelor's degree in Accounting or Tax, alongside a CPA or CFP certification. The role offers hybrid work flexibility after...Full time$45k - $85k
...Description Launch your career in financial planning through the... ...Sales & Leadership Fast-Track, designed for ambitious, enterprising... ...work a job. As an Associate Financial Planner , you'll learn how to... ..., and comprehensive wealth management. If you're...- Unity Search Group in Plano, Texas, is recruiting a Financial Planner with a strong tax background to join a Wealth Management Firm. This position offers a unique opportunity to transition into personal financial planning while working closely with a mentor. The role involves...
- Lead Financial Planner Job Summary: Serve as the primary contact... ...contact for Holistic Wealth Management division... ...ensure timely follow‑up. Track multiple client... ...CERTIFIED FINANCIAL PLANNER (CFP) designation (required... ...tax optimization. Associate Financial Planner Job...Work at office
- ...Baker Tilly is a leading advisory, tax and assurance... ...of the world’s leading financial centers - New York, London... ...via our applicant tracking system. Job Description... ...Accounting Senior Associate! Our Family Office practice... ...intergenerational wealth strategies and best practices...Work at officeLocal areaWorldwide
- ...Outbound Client Acquisition Associate At J.P. Morgan Wealth Management, we have an... ...helping clients achieve their financial goals through trusted... ...or brokerage. ~ Proven track record of meeting or exceeding... ...compliance, marketing or advisory teams to optimize outreach...Work at office
- ...provide investment and advisory services for some of... ...pension plans, sovereign wealth funds, insurance... ...endowments, foundations, financial advisors and individuals... ...We are looking for an Associate to serve as a member... ...stakeholder groups. Track record of delivering and...Work experience placement
- Asset & Wealth Management, Marcus US Deposits Business... ...& Risk Management, Associate - Richardson Job Description... ...investment and advisory services for some of the... ..., foundations, financial advisors and individuals... ...senior stakeholder groups Track record of delivering...Full timeWork experience placementWork at office
- ## Wealth AdvisorApplylocations: 3965 Dallas Parkway Frisco, TX 75034: Birmingham, AL,... ...partners with clients to identify their financial goals, analyze their financial landscape... ...meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools...Work experience placementWork at office
Nuveen
Frisco, TX3 days ago - ...Merrill Experienced Financial Advisor Honolulu, Hawaii... ...: Merrill Wealth Management is a leading... ...Wealth Management Client Associates help clients pursue the... ...relationship with their advisory team committed to... ...as Certified Financial Planner (CFP) and/or Chartered Retirement...Work at officeShift workDay shift
Bank of America
Frisco, TX5 days ago $62.9k - $91.7k
Position Summary The Associate Financial Consultant assists and answers questions through virtual interactions for all participants, new entrants... ...TIAA products and services. As a part of TIAA's Individual Advisory Center, this job covers institutions aligned to regional...Hourly payWork experience placementImmediate start- ...preferred, but not required ~3-7 years work experience in financial services industry with Private Wealth Management experience preferred ~ Demonstrated solid... ...knowledge of portfolio management ~ Demonstrated track record of building relationships with internal and...Work experience placementShift work
- ...registered investment advisory firm. In this role, you... ...to learn the wealth management industry, develop... ...wealth management, or financial services Willingness... ...manage the CRM database to track leads, prospects, and... ...firm principals and associates with meeting preparation...Work at officeMonday to Thursday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Financial Planner (CFP Track) | Wealth Advisory. Be the first to apply!
Related searches