Certified Financial Planner

ClientFirst Wealth, Legacy & Estate Planning • Part-time • Fort Worth, TX, US • $50 - $55 / hour • 10h ago

CFP® Required: Wealth Management Associate (PT) – New Fort Worth Office

Are you a highly motivated Certified Financial Planner (CFP®) professional ready to apply your expertise on your terms? We are seeking experienced associates to join our growing firm in Fort Worth, with flexible options available for the right candidates.--those who value wisdom over grind, balance over burnout, and quality over quantity. We are hiring Flexible Part-Time ( 20 hours/week) roles.

About ClientFirst Wealth, Legacy & Estate Planning:

ClientFirst is a fee-only Registered Investment Advisor (RIA) managing over $290 million, with a client retention rate exceeding 90%. For over thirty years, our team has specialized in comprehensive wealth management, retirement, and estate planning.

This is an opportunity to join our new office in Fort Worth and leverage your expertise to make a real impact on clients' long-term financial success.

Your Mission: Deliver Exceptional Fiduciary Advice

Your expertise will be crucial as you work directly with clients, serving as the primary point of contact. Responsibilities: The development and implementation of comprehensive financial plans, strategizing across retirement, tax, and estate planning.

Client-Facing Service: Engage directly with clients to understand their financial objectives, answer questions, and build trusted, long-term relationships. Confidently lead client meetings, providing honest, fiduciary-level guidance.
Case Preparation: Streamline client-related materials for meetings, ensuring a seamless and premium professional advisory experience.
Implementation Support: Assist in the efficient execution and maintenance of client portfolios and relationships.

Note: This role is focused purely on financial planning and client relationship management. There are no portfolio management responsibilities and investment management experience is welcome but not required.

Qualifications: What You'll Bring

To be considered for this exclusive advisory role, you MUST meet the following requirements:

Active CFP® Designation: Must hold the active Certified Financial Planner (CFP®) designation. If you do not currently hold this certification, please DO NOT APPLY.
Experience: A minimum of three years of direct, client-facing financial planning experience.
Client Engagement: Significant experience in a customer-facing financial services role and the ability to build and maintain strong, trust-based relationships.
Technical Proficiency: Proven proficiency with eMoney software and Redtail CRM is required. Professional Skills: Excellent communication (written and verbal) and presentation skills, coupled with a self-starter attitude and a strong commitment to ethical practice.

Ready to put your CFP® certification and client expertise to work in a role that respects your skills and your time? We encourage you to apply.

Job Type: Part-time

Pay: $50.00 - $55.00 per hour

Benefits:

Flexible schedule

1m ago

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