CFP Wealth Advisor for Business Owners

Generational Group; Richardson (TX); Hybrid; USD 120,000 - 140,000; Full time

Benefits offered by this job

Comprehensive benefits package

Base salary + quarterly bonus

Professional growth opportunities

Collaborative team culture

Job summary

Generational Group's Wealth Advisor / Financial Planner is a client-facing role for partnering with business owners to manage and grow their assets. Reporting to the Director of Financial Planning, this position suits a team-oriented, fast-paced environment with daily client interaction.

Preferred candidates hold CFP® and have 5+ years leading financial planning and investment recommendations. GWA serves a nationwide client base; occasional meetings outside regular hours are expected.

Qualifications

• Bachelor’s degree in business, finance, accounting, or related field.
• Current CERTIFIED FINANCIAL PLANNER (CFP®) designation.
• Series 65 license required or obtainable within agreed timeframe.
• 5+ years in wealth management with client-facing responsibilities.
• Experience with financial planning software (Right Capital, MoneyGuide Pro, eMoney, Holistiplan).
• Familiarity with Salesforce CRM.
• Knowledge of portfolio management and trading platforms (Tamarac, Schwab).
• Strong time management, multitasking, and deadline-driven work ethic.
• Excellent listening and proactive problem-solving skills.

Responsibilities

• Manage all aspects of the client-advisor relationship and portfolio reviews.
• Develop long-term client relationships to grow assets under management.
• Lead in-person and virtual client meetings (Zoom/Teams).
• Prepare financial reports and implement recommendations with the planning team.
• Collaborate with attorneys, tax professionals, and M&A advisors.
• Support business development and prospect meetings.

Skills

Client relationship management

CRM (Salesforce)

Multitasking & time management

Active listening

Education

Bachelor’s degree in business/finance

CFP® credential

Tools

Right Capital

MoneyGuide Pro

eMoney

Holistiplan

Riskalyze

Salesforce

Tamarac Trading

Tamarac Advisor View

Schwab Advisor Center

YCharts

Job description

Generational Group's Wealth Advisor / Financial Planner is a client-facing role for partnering with business owners to manage and grow their assets. Reporting to the Director of Financial Planning, this position suits a team-oriented, fast-paced environment with daily client interaction.

Preferred candidates hold CFP® and have 5+ years leading financial planning and investment recommendations. GWA serves a nationwide client base; occasional meetings outside regular hours are expected.