WPA Family Office & Private Wealth LLC ยท 5 months ago
Certified Financial Planner
DFW Metroplex
Full-time
Hybrid
Mid LevelWPA Family Office & Private Wealth LLC is an independent boutique firm specializing in simplifying the financial lives of high net-worth clients. They are seeking a Certified Financial Planner to provide comprehensive financial planning services, including developing detailed financial plans and managing client portfolios to meet financial goals.
Professional ServicesRisk ManagementTax ConsultingWealth Management
Responsibilities
Developing detailed financial plans
Conducting retirement planning
Offering personal financial advice
Analyzing clients' financial situations
Recommending suitable financial strategies
Managing client portfolios to ensure their financial goals are met
Performing operational work within Schwab
Reporting in Advyzon
Qualification
Required
Certified Financial Planner (CFP) designation
Skills in Financial Planning and Personal Financial Planning
Knowledge in areas of Finance and Retirement Planning
Operational skillset within Schwab as well as reporting in Advyzon
Excellent analytical and problem-solving skills
Strong communication and interpersonal skills
Bachelor's degree in Finance, Economics, or related field
Preferred
Portable Clients a PLUS
Company
WPA Family Office & Private Wealth LLC
An independent boutique firm founded by wealth advisors with over 25 years of experience in the industry who simplify life while managing your financial needs.
Founded in 2021
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase