Certified Financial Planner

Position Title Certified Financial Planner Salary Range $80,000 - $115,000 / Year DOE Responsibilities Deliver deep, holistic financial planning, including estate, tax, and special needs considerations Meet firm and client service standards of a fee‑only registered investment advisory Contribute to business development, potentially earning a percentage of first‑year fees for new clients Assist with new account paperwork and wire transfers to understand operational processes Conduct tax and retirement projections Participate in client meetings, taking notes and potentially presenting portions of discussions Communicate effectively with a diverse client base, utilizing video conferencing and in‑person meetings as needed Research and analyze financial data to support planning efforts Oversee the execution of financial plans Collaborate with advisors on complex questions and issues Engage in continuous learning and professional development to enhance planning skills Requirements Active CFP designation is required for all advisor roles Experience in a registered investment advisory or comparable deep‑planning environment is preferred Proven leadership experience managing advisors or teams is preferred Willingness to work onsite in College Station is required Comfort with deep, holistic planning across tax, estate, and multi‑generational considerations is required 2‑5 years of financial planning experience is required BA degree is required Additional credentials such as CFA, CPA, or JD are preferred Experience at a firm of similar size is preferred Benefits Employees are compensated semi‑monthly 401(k) matching program with a dollar‑for‑dollar match up to 5% Health insurance options through BCBS Texas with various plans available PTO accrual of 120 hours per year, with additional office closures on select holidays Access to NAPFA Group Benefits for additional insurance options #J-18808-Ljbffr Boutique Recruiting