Openings in Dallas and Ft Worth, TX

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Caleb Brown

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Apr 27, 2012, 1:50:36 PM4/27/12
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Group,

 

I'm passing the word along that I have two openings in independent boutique wealth management firms in the metroplex.

 

Dallas Position

 

·         Minimum requirement = CFP Board registered program student or recent graduate

·         ~100 million, 200 clients

·         Active investment mgmt. philosophy

·         New planner will be mentored by president and COO and groomed for a lead planner position

·         Serve existing clientele - no business development requirements

 

Ft. Worth Position

 

·         Minimum requirement = CFP® certificant with several years of client facing experience

·         Charges an annual retainer fee, no AUM fee

·         Serves ultra-high net worth clients

·         Dually registered firm

·         Serve existing clientele - no business development requirements

 

Feel free to forward on and/or contact me if interested.

 

Have a fabulous weekend!

 

Caleb

 

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

“Their Success is Your Success”

http://www.newplannerrecruiting.com

email: cbr...@newplannerrecruiting.com

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

 

Connect with me:     Description: vs4a.jpg

 

 

 

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