RK Partners · 4 hours ago
Financial Planner | CFP
Plano, TX
Full-time
Onsite
Entry, Mid Level
$90K/yr - $130K/yr
1+ years expRK Partners is seeking an experienced and service-oriented Financial Planner to join their team. This role involves managing client relationships, delivering financial plans, and collaborating with various professionals to develop comprehensive strategies that meet client goals.
Consulting
Responsibilities
Serve as Lead Planner in client relationships, working in partnership with the Advisor
Develop, analyze, and present financial plans and strategies during client meetings
Maintain proficiency in eMoney; verify data accuracy for all plans and updates
Understand and utilize other firm platforms, including CRM, portfolio management software, Schwab, and Fidelity
Collaborate with clients’ external professionals (CPAs, attorneys, etc.) to support holistic planning
Provide direct communication and ongoing support to clients as an additional point of contact
Participate in weekly Financial Planning team meetings
Assist in leading quarterly Wealth Management Committee meetings
Qualification
Required
Bachelor's degree required
1–3 years of experience in the financial services industry
Series 65 or 66 required
Strong proficiency in eMoney
Familiarity with Microsoft Office Suite (Outlook, Word, Excel, OneNote, Teams)
Preferred
CFP Preferred (firm will pay for candidate to obtain)
Knowledge of portfolio management platforms and custodians such as Schwab and Fidelity
Company
RK Partners
RK Partners is an independent advisory firm that specializes in complex corporate reorganizations.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase