Great opportunity to learn the aspects and operations of an independent, fee-only wealth management firm in Plano, TX just north of Dallas and get started on your way to becoming a financial planner. This is an opportunity unlike any other opportunity receiving direct mentorship from CFP practitioners. If you're ready to learn the inner workings of an independent, fee-only wealth management firm affiliated with both NAPFA and FPA send your resume to learn more!

Desired traits of the ideal candidate:

BS/MS in financial planning, finance, accounting or related(or working towards)
CFP® designation or working towards
Exceptional written and verbal communication 
Analytical and detail-oriented 
Self-starter and problem solver 
Must demonstrate excellence in organizational and time management skills 
Ability to perform multiple tasks efficiently 
Organized, flexible, self–motivated, efficient, reliable, eager to learn 
Ability to work independently and take direction well 
Exceptional phone and client service skills, positive and upbeat attitude at all times 
Strong persuasive and interpersonal skills. 
Ability to identify, meet and follow through with client’s needs and requirements 
Must be a self-starter and a problem solver 
Must be a goal-oriented team player 
Strong attention to detail 
Ability to perform multiple tasks efficiently 
Strong Excel skills and thorough knowledge of Microsoft Word, Outlook and PowerPoint

About Strategic Financial Planning, Inc.

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