Internship with independent, fee-only wealth management and life planning firm
Strategic Financial Planning, Inc.
Application
Details
Posted: 21-Nov-24
Location: Plano, Texas
Type: Temp to Full Time
Salary: To be discussed/determined
Categories:
Wealth Management
Sector:
Wealth Management
Additional Information:
Hybrid is allowed.
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