Certified Financial Planner jobs in United States
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S+H Search · 1 week ago

Certified Financial Planner

positionDFW Metroplex
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$75K/yr - $150K/yr

S+H Search is a relationship-driven wealth management and financial planning firm built on trust and education. They are seeking a Certified Financial Planner to provide holistic financial planning and investment advice, manage client relationships, and educate clients on financial strategies.

ConsultingManagement ConsultingProfessional ServicesRecruitingStaffing Agency
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Senior Management

Responsibilities

Provide holistic financial planning and investment advice to high-net-worth individuals and families
Manage and deepen existing client relationships while supporting a steady flow of inbound referrals
Act as a trusted liaison between clients and outside professionals (CPAs, estate attorneys, insurance advisors)
Educate clients and prospects on financial strategies and long-term planning concepts
Contribute to organic growth through relationship building, referrals, and thought leadership
Maintain a fiduciary, client-first mindset in all advisory work

Qualification

Certified Financial Planner (CFP)Active investment advice licensesFinancial planning for HNW clientsFinancial planning softwareRelationship-drivenCollaboration with external advisorsInterpersonal skillsCommunication skillsDetail-oriented

Required

Certified Financial Planner (CFP) designation (CPA considered with relevant planning experience)
Active licenses required to provide investment advice
Strong understanding of financial planning for high-net-worth (HNW) clients
Exceptional interpersonal and communication skills
Highly detail-oriented with strong follow-through
Relationship-driven; not aggressive or overly sales-focused
Comfortable collaborating with external advisors and professional partners

Preferred

Existing book of business
Experience working with a major custodian platform
Familiarity with financial planning and portfolio management software
Content creation, blogging, or educational presence (not required, but a plus)

Company

S+H Search

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S+H offers Executive Search and Staffing services specializing in accounting and finance.
dateFounded in 2008
location
Dallas, Texas, USA
people-size51-200 employees
web-link
https://wearevip.com

Funding

Current Stage
Growth Stage
Total Funding
unknown
2024-04-30Acquired

Leadership Team

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Eric Foerster
Managing Partner
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