North Texas Wealth Management · 1 day ago
Certified Financial Planner
Allen, TX
Full-time
Onsite
Entry, Mid Level
2+ years expNorth Texas Wealth Management is seeking an experienced Certified Financial Planner® professional (CFP®) to join our growing team in Allen, Texas. This role focuses on delivering personalized financial planning and investment guidance while supporting clients through life transitions and ongoing decision-making.
Financial ServicesInsuranceRetirementWealth Management
Responsibilities
Provide comprehensive financial planning, including retirement planning, investment management, cash flow planning, tax planning, estate planning, insurance analysis, and employer benefits review
Analyze client financial data and create clear, actionable financial plans
Monitor client progress and adjust planning strategies as goals, life events, and market conditions change
Deliver ongoing investment guidance aligned with client objectives and risk tolerance
Educate clients on financial planning strategies to support informed and confident decision-making
Participate in client meetings and collaborate with advisors and support teams to deliver a consistent client experience
Stay current on financial planning best practices, market trends, and regulatory considerations
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 of 2 years of experience in financial planning, wealth management, or advisory services
Strong analytical, organizational, and problem-solving skills
Excellent communication skills with the ability to explain complex financial concepts clearly
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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