Senior Wealth Advisor & Financial Planner (CFP, 5+ yrs)
Paycom
Generational Group, a leading wealth management firm based in the Dallas area, is seeking a Wealth Advisor/Financial Planner. This client-facing role partners with business owners to manage and grow assets, reports to the Director of Financial Planning, and thrives in a fast-paced team setting with attractive bonus potential. The ideal candidate holds a CFP designation, 5+ years of leadership in financial planning, and is proficient with planning software and CRM tools. #J-18808-Ljbffr Paycom
Vacancy posted 1 day ago
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