Title:

Financial Planner / Financial Advisor

Location:

Arlington, TX

Date Posted:

12.13.2007

Position Summary:

This position will replace contract employees currently handling this role. Due to tremendous growth, they are in immediate need of an experienced, analytical, non-selling financial planner / financial advisor. The right candidate will shine behind the scenes building sound fee-based financial plans, making investment recommendations and placing trades for customers.

You will work directly along side the owner of this successful branch as you help build the Financial Planning division of this office. You will not be prospecting or selling to new clients but instead taking ownership of the financial planning decisions and assisting in the presentation of these plans for high and medium net-worth clientele. Current financial services and financial planning experience is a must.

Part-time / Full-Time

/ Contract

Full-time, estimated 40 hr. work week

Client Summary:

Our client is one of the most recognized Financial Advisors in the Dallas/Fort Worth area and is employed by one of the largest and most recognized financial advisory firms in the USA. Join a 157 year old company specializing in supplying high and medium net-worth investors with sound financial planning and investment strategy.

Salary Range:

$40,000-45,000 estimated base salary

Realistic 1^st year bonus potential: $25,000-30,000

Estimated 1^st year total compensation: $65,000-70,000

Compensation Package Includes:

Great company health benefits (health insurance, etc.), fitness club membership (paid by company), 401k, plus more.

Essential Duties and Responsibilities:

• Preparing and producing financial plans for clients
• Making investment recommendations suitable for client’s objectives
• Making investment trades
• Monitoring client accounts
• Support financial advisor(s) and team
• Research industry trends and new product offerings
• Interacting with clients by phone with questions and meeting with clients in data-gathering appointments.

Qualifications / Skills

• High attention to detail
• Excellent planning and organizational skills
• Professional appearance
• Excellent verbal and written communication skills
• Excellent problem solving and time management skills
• Proficient in Microsoft Office products
• Excellent analytical skills
• Work well and thrive in a small, team environment
• Drive to succeed

Education / Experience / Training

• REQUIRED LICENSES: Series 7, Series 63
• PREFERRED LICENSES/Designation: Certified Financial Planner (CFP), Group 1 Texas Insurance, Series 65, Chartered Financial Consultant (ChFC)
• REQUIRED: Detailed understanding of insurance, ETF’s (Exchange Trade Funds), investment and estate planning strategies and products
• REQUIRED: 2+ years financial advisor/planning experience working with high and medium net-worth clients
• PREFERRED: 4 year college degree

Contact Email:
(.doc or .pdf resumes)

recruiter1@premier-recruiting.com

Note:
A cover letter should be attached as the first page of your resume. The cover letter should address your specific interest in the position and outline skills and experience that directly relate to this position, as well as your salary requirements.

About Premier Recruiting Associates:

With two offices in the Dallas/Fort Worth area, Premier Recruiting Associates is a leader in cost-effective professional and management recruiting, executive search and staffing solutions nationwide. For more information visit:  www.premier-recruiting.com.

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