North Texas Wealth Management · 4 days ago
Certified Financial Planner®
Allen, TX
Full-time
Onsite
Entry, Mid Level
2+ years expNorth Texas Wealth Management is seeking a Financial Planner to join their growing team in Allen, Texas. This full-time, on-site role is focused on delivering high-quality financial planning and investment guidance while building meaningful, long-term client relationships.
Financial ServicesInsuranceRetirementWealth Management
Responsibilities
Deliver comprehensive, personalized financial planning across retirement, investments, cash flow, tax planning, insurance, and employer benefits
Analyze client financial data and develop clear, actionable financial plans
Provide ongoing investment guidance aligned with client goals
Participate in client meetings and collaborate with the broader advisory team to ensure a seamless client experience
Qualification
Required
Certified Financial Planner ® professional (CFP®) in good standing
Bachelor's degree from an accredited institution
Active Series 7 and Series 66 licenses
Minimum 2 years of financial planning experience
Excellent communication and relationship-building skills
Company
North Texas Wealth Management
North Texas Wealth Management is a financial planning and investment firm specializing in retirement planning.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Mike Crews, MBA, CFP®
CEO
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