Financial Advisor (CFP, CPA, CFA, or JD)

S Piper Staffing LLC; Florida; Vor Ort; USD 75.000 - 120.000; Vollzeit

Zusammenfassung

S Piper Staffing LLC seeks a Financial Advisor (CFP, CPA, CFA, or JD) to join our Dallas or Houston wealth management team. You will lead engagements, develop comprehensive wealth plans, and work with tax, estate, and investment specialists to deliver client-focused solutions.

The role requires 4+ years in wealth management, a Bachelor's degree, and active credentials. You will mentor staff, manage multiple client relationships, and operate on-site in Texas.

Qualifikationen

• Bachelor's degree is required.
• Must currently hold CFP, CPA, CFA, or JD.
• 4+ years of experience in wealth management and financial planning.
• Experience with high net-worth clients exceeding $3M preferred.
• Strong proficiency with MS Office (Excel/PowerPoint).
• Excellent communication and interpersonal skills.

Aufgaben

• Work directly with high net-worth clients as primary contact.
• Develop and present comprehensive financial plans and investment strategies.
• Analyze portfolios and recommend strategic adjustments.
• Prepare deliverables like cash flow analysis and asset allocation.
• Lead client meetings and manage follow-up execution.
• Oversee portfolio rebalancing and trading activity.
• Collaborate with tax, estate, and investment planning specialists.
• Mentor junior team members and contribute to team development.

Kenntnisse

Microsoft Office Suite

Wealth management

Financial planning

Client relationship management

Ausbildung

Bachelor's Degree

Tools

CRM systems

Jobbeschreibung

Title: Financial Advisor (CFP, CPA, CFA, or JD)

Type: Full-time | Perm | On-site

Location: Dallas and Houston, Texas

Base Salary Range: $75K - $120K + Incentive Program

About the Role:

We are seeking a talented, driven, Financial Advisor (CFP, CPA, CFA, or JD) to join a leading, rapidly growing wealth management firm located in Dallas and Houston, Texas! This role is ideal for an experienced professional who is passionate about delivering comprehensive financial planning and advisory/consulting and building long-term client relationships. As an Advisor, you will lead client engagements, develop strategic, comprehensive wealth management and financial plans, and collaborate with internal specialists across investment, tax, and trust and estate planning functions. You will play a key role in both client experiences and team leadership.

Key Responsibilities:

• Work directly with high net-worth individual clients with assets exceeding $3M, serving as a primary point to contact for client communications.
• Develop and present comprehensive financial plans and investment strategies to clients, including high net-worth individual clients, their families, and their closely held businesses.
• Analyze client portfolios and recommend strategic and tactical adjustments.
• Prepare detailed deliverables (cash flow analysis, asset allocation, long-term planning strategies).
• Lead client meetings and manage follow-up execution.
• Oversee portfolio rebalancing, trading activity, and implementation.
• Collaborate with internal specialists in tax, estate, and investment planning.
• Mentor junior team members and contribute to team development.
• Ensure accurate documentation and tracking within CRM systems.
• Manage multiple client relationships while prioritizing competing demands.
• Advise and consult with clients regarding all of their wealth management and financial planningt needs, including trust, estate, partnership, investment, and retirement planning with a strong focus on tax-saving strategies.
• Walk side by side with clients to implement approved wealth management financial plans and strategies as their personal CFO.

Qualifications & Requirements:

• Bachelor's Degree is required.
• Must (currently) hold one of the following certifications/licenses/designations: CFP, CPA, CFA, or JD.
• 4+ years of experience in wealth management, financial planning, financial advisory, and consulting with clients within a wealth management and tax (RIA) firm or one of The Big 4s.
• 4+ years of experience working directly with high net-worth individual clients with assets exceeding $3M, their families, and their closely held businesses, including advising them on financial, investment, trust, estate, and retirement planning with a focus on tax-saving strategies.
• Strong proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint.
• Exceptional written, verbal, and interpersonal communication skills.
• Excellent presentation skills and abilities and strong attention to detail.
• Proven ability to manage multiple priorities in a fast-paced, sometimes deadline-driven environment.
• High level of integrity, professionalism, and leadership potential.
• Excellent analytical, organizational, and problem-solving skills.
• Proactive, self-driven professional who takes ownership.
• Collaborative team player and strong communicator.
• Passionate about helping clients achieve long-term financial goals and success.
• Strong communicator who builds trust and lasting relationships with clients and co-workers.
• Must be willing to work fully on-site in either Dallas or Houston, Texas.