Financial Advisor Positions in Dallas

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Caleb Brown

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Nov 13, 2012, 3:09:08 PM11/13/12
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Hi Everyone,

 

Hope you are having a great week!

 

I have a couple of openings in Dallas. See attached position descriptions. Contact me if interested.

 

850 MM AUM fee-only wealth management RIA firm.

 

1. Wealth Manager. Minimum requirement = Candidate for CFP® certification or CFP® certificant who has a few years of client experience in an RIA.  This position will take over lead planner responsibilities for a few dozen high net worth client relationships. Salary plus incentive bonus compensation structure. No marketing requirements.

 

 

 

1.2 million GDC financial services company providing comprehensive financial planning and investment management firm.

 

2. Client Relationship Manager. Minimum requirement = 0-3 years experience in financial planning. Salary plus incentive bonus compensation structure. No marketing requirements.

 

Feel free to forward on as well.

 

p.s. Looking forward to watching Okie State and Baylor going down hopefully putting us in a decent bowl game!

Caleb 

Caleb Brown, MBA, CFP®
Partner, New Planner Recruiting

“Their Success is Your Success”

http://www.newplannerrecruiting.com

email: cbr...@newplannerrecruiting.com

phone: 1-888-666-1021
fax: 1-888-666-1022

 

Connect with me: cid:image001.png@01CD372C.1AF142C0  cid:image002.png@01CD372C.1AF142C0  cid:image003.jpg@01CD372C.1AF142C0

 

Wealth Manager - Dallas.pdf
CRM Dallas, TX.pdf
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