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Latest Discussions

  • As a re-taker who already has study materials, but needs more practice questions and cases to work on, I would appreciate any suggestions on where to get them.  Thank you! ------------------------------ Soon Chan Owner H&S Financial Services Katy TX ...

  • Hello everyone,  I want to start my CFP courses with The American College of Financial Services and I see that it is designed to be a 14 week course. I have heard from many CFP's that they took 6 months, 1 year or even 2 years to complete their education. ...

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    I would also be interested--I have the Danko review, and I am planning on the November exam as well. ------------------------------ Taynia Vakapuna Paraplanner Everspire Global Midvale, UT (801) 545-8706 ------------------------------

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    I can't really tell you, Ashley, as I am also sitting for the November Exam and have already purchased the Danko review course through my CFP package from Bryant University. I have the online course upcoming.  I considered go to see him live, but was ...

COVID-19 Updates

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Popular Posts

  • As a re-taker who already has study materials, but needs more practice questions and cases to work on, I would appreciate any suggestions on where to get them.  Thank you! ------------------------------ Soon Chan Owner H&S Financial Services Katy TX ...

  • Hello everyone,  I want to start my CFP courses with The American College of Financial Services and I see that it is designed to be a 14 week course. I have heard from many CFP's that they took 6 months, 1 year or even 2 years to complete their education. ...

Career Center Job Postings

  • College Station, Texas, At Briaud Financial Advisors, we pride ourselves on our culture of continuous growth, integrity, teamwork, and professionalism. We are seeking a Financial Planning Associate who wants to add to that culture through their attention to detail and dedication to taking care of clients’ needs. This role supports our Financial Planners, and our ideal candidate would grow into a Financial Planner role in our organization over time. This position is well-suited for you if you are looking to learn thorough financial planning from the bottom up from some of the best in the industry. In this role you will : Contribute to the development and implementation of financial plans for clients Develop retirement projections, income tax projections and estimates, risk management analyses, and estate plans with subsequent recommendations Support our Financial Planners and Advisors through financial planning research unique to each client Service clients through opening of new accounts, transfers, and deposits/withdrawals If you have the following, we want to talk to you: A passion for financial planning — Whether your passion is budding or full-flamed, you can’t help but feel compelled to work in this industry. Extreme level of detail — You see and care about the little things that others overlook. Superior conceptual and problem-solving skills — Solutions come naturally to you and you aren’t afraid to think outside the box or look for unconventional answers. And if you don’t know the answer, you go and find it. Excellent communication skills — You keep others in the loop on what’s going on and are proactive in updating those you work with. Humble spirit— You know the areas you need to grow in professionally and you embrace constructive criticism to help get you where you want to be. You strive each day to be a little bit better than before. Demonstrated excellence in an area — You have excelled in academia, or athletics, or maybe you are just really nerdy about a particular hobby. Whatever the area may be, you excel in it.   Required Qualifications : CERTIFIED FINANCIAL PLANNER™ designation or enrolled in a CFP® program Bachelor’s degree with 1 year of work experience Working knowledge of Microsoft Office including Excel, Word, PowerPoint, etc. Salary is commensurate with experience and qualifications. Note, we do not sell financial products and business development is not required for this role. Additionally, we offer paid time off, health insurance, and 401(k) plan with match, among others. Please submit both a cover letter and resume for consideration
  • Nationwide, Nifty Advisor Support is looking for the next superstar on our paraplanning team. We're searching for a CFP(r) Professional to manage communication and projects as a part of our Core and Paraplanning Plus offerings. If you love working on something different every day and never like to settle for boring, mundane work, this is the role for you. What you do: Accurately analyze and input data from financial statements into the advisor's planning systems-of-choice Develop financial plans that are reviewed by our paraplanning team and your advisors Analyze financial planning processes and give critical feedback on how advisors can implement best practices Carry new advisors through the Nifty onboarding process and strategically analyze internal and advisor development activities Work independently on a regular basis, but also collaborate with the Nifty team on meetings and via Slack Manage and work directly with multiple advisors to fulfill ongoing retainer hours and assist the team, as needed What we do: Work whenever you want, as long as you communicate within the hours of 9am-5pm ET and meet deadlines Provide the ability for you to learn in a fast-paced environment working alongside various industry professionals and RIAs versus with a traditional RIA firm Provide the systems you need to successfully manage advisor relationships Develop training and resources for you to succeed throughout your development with Nifty and within the industry Must be a CFP(r) Professional At least 3-5 years of customer service experience Experience as a CSA/client service/in RIA operations, a plus Excellent verbal and written communication skills Strong technical, analytical, and relationship management skills Experience working remotely or the ability to demonstrate reliability Prefer individuals who are not W-2 employees with an RIA Compensation dependent on experience, 1099 hourly
  • Nationwide, Some people are comfortable with the status quo. Some people are happy being told what to do and how things should work. Some people never question if there is a better way.  We aren’t interested in these types of people. We’re a multi-billion dollar global investment firm who got where we are by not following conventional industry wisdom, but rather by focusing on how things should  be done–all in an effort to put clients first in ways other financial firms do not.  Now we need people like you, people unafraid to be different in search of being better, to continue our efforts in your area of the US. The Opportunity: As a Vice President of Sales, you will present our investment solutions to high-net-worth individuals, helping educate each on how our approach might better fit their needs. This highly lucrative sales role allows you to work remotely from a home office as you cover your local territory, but you will be supported by a massive amount of resources in the corporate offices including personal sales support, client service teams, world class marketing and more. The great news is people from your territory reach out to us for financial information, providing you 100% lead-flow. There’s no need to pitch friends, family, and everyone you meet in an elevator. The successful VP of Sales will not only quickly identify the prospects we can help, but the ones we can’t. You’ll succeed if you have the motivation to go the extra-mile, to take that extra step and reach that much further to make that one extra phone call and finish your day with the same enthusiasm you started with.  This position is not easy—nothing worthwhile is—but the rewards, both financially and emotionally, are available for those who earn them.  The Day-to-Day: Call individuals who have requested information and make the initial determination if we can help them. Meet with the individuals to analyze their situation in depth and provide our solutions when appropriate. Educate and persuade the qualified individuals to make each comfortable with hiring Fisher Investments to manage their wealth. Your Qualifications: We’re looking for someone who is highly competitive, goal oriented, and can sustain high levels of activity (both via phone conversations and in-person meetings). Current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designations. Minimum of five years of specifically selling to stock market investors with a quantifiable track record of individual success attaining new investor business. Comfortable and experienced working in a pay for production compensation model. Minimum of six-figure earnings in each of the past 3 years. Why Fisher Investments: Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like: 100% coverage of premiums for health, vision and dental insurance A 50% 401(k) match, up to the IRS maximum And much, much more We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace. But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER  
  • San Diego, California, WEALTH QUEST PARTNERS, INC. , an independent, fee-only RIA, is seeking an experienced Wealth Advisor/Financial Advisor.  The ideal candidate will have a proven track record of business development and strong client relationships.  As a member of the WQP team, you will work closely with support staff and other advisors to deliver exceptional client service. RESPONSIBILITIES Business Development (New Clients and Centers of Influence) Conduct and follow up client meetings Participate in monthly Investment Committee meetings Assist with marketing activities QUALIFICATIONS High ethical standards Team Player Excellent communication, presentation, and interpersonal skills Proficient in MS Office; experience with Tamarac a plus 3+ Years providing advisory services in a client facing role and developing new client relationships Bachelor's degree required; Finance, Economics, or Accounting preferred Local presence with roots in the San Diego community preferred BENEFITS 100% Company paid health insurance premiums 401(k) Company contribution FPA and/or NAPFA membership dues CFP R   License renewal fee Selected company paid educational events POTENTIAL PARTNERSHIP OPPORTUNITY   Competitive Salary, depending on experience, plus potential bonus/incentive
  • Menlo Park, California, Associate Wealth Advisor Bordeaux Wealth Advisors, LLC July 2020   FIRM OVERVIEW Bordeaux Wealth Advisors is a premier investment advisory and wealth management firm with over $2.8 billion in assets under management across 130 families, with offices in Menlo Park CA and Bellevue WA.  We act as personal CFOs for high net worth individuals and families in growing, preserving and transferring wealth.  BWA is proud to be a member of Focus Financial Partners -- a partnership of approximately 60 elite wealth management firms, predominantly in the U.S.   Our mission is to serve as our clients’ most trusted advisor -- guiding them to achieve their financial goals and objectives -- and enabling them to achieve their ideal future. We take a holistic approach of one’s entire financial situation and deliver guidance on investment portfolio construction, income tax and cash flow planning, estate and wealth transfer, insurance and risk management, education and retirement planning, as well as philanthropic gifting.    BWA’s culture is centered on a relentless pursuit of excellence, integrity, honesty, intellectual rigor and curiosity, with a strong client service ethos.  We are a proudly independent firm and believe deeply in putting our clients’ interests first.   POSITION SUMMARY The Associate Wealth Advisor is an integral member of the client service team working closely with the senior professionals of the firm to deliver exceptional advice and service to clients of BWA.  The associate wealth advisor will support the firm’s Wealth Advisors and Lead Wealth Advisors by providing valuable information through financial analyses, investment portfolio construction, income tax planning and general research projects.   The ideal candidate will have 5 + years of experience in wealth management or related disciplines such as investment planning, financial planning, tax planning and estate planning with a strong desire to build a successful long-term career in the wealth management industry.    ESSENTIAL DUTIES AND RESPONSIBILITIES The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive: Prepare agendas, reports, analyses and investment performance tracking for client meetings. Support the Lead Advisor in creating and assembling materials for client meetings. Assist in the execution of client recommendations. Run financial projections for clients using a sophisticated Excel financial model. Assist Partners and associates in the evaluation of client financial strategies and decisions by conducting complex financial analyses on a wide range of investment, tax, estate and financial planning topics. Perform general research in areas of investments, income tax planning, estate planning, impact of recent regulations, and financial markets to provide input to client-facing advisors. Manage workflow and prioritize projects. The Associate Wealth Advisor position allows one to gain experience in many areas of financial planning and analysis ranging from: Investment Strategies Financial Modeling Asset Allocation Cash Flow Tax Planning Retirement Planning Insurance Strategies Estate Planning Charitable Giving REQUIREMENTS – EXPERIENCE, EDUCATION, COMPENTENCIES & PROFESSIONAL SKILLS Bachelor’s degree in finance/accounting from a premier University with strong academic grades Relevant work experience is preferred CFP ® , CPA or CFA ® designation preferred, or working toward achieving Strong PC skills with proficiency in Excel and a well-developed quantitative aptitude to develop models to analyze financial matters Strong attention to detail and accuracy Analytical thinking and problem-solving skills Ability to work independently and within strict deadlines while managing multiple priorities and open projects Strong interpersonal, verbal, and written communication skills Impeccable integrity and honesty – follows up and keeps promises Strong professional and personal references Successfully pass background checks Competitive compensation package will be offered to the final candidate commensurate with experience and ability. This package will include an attractive base salary, an incentive bonus, group insurance benefits, 401(k) plan and paid vacation. Interested candidates should submit a cover letter, resume and salary history for the past 3 years.