Wealth Planning Specialist; CFP-Certified
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-01-29
Listing for:
TIAA
Full Time
position Listed on 2026-01-29
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Dallas is seeking a Financial Planner to support financial planning for wealth management advisors. The candidate will prepare detailed financial plans, assist in identifying client needs, and enhance team collaboration. Required qualifications include a University Degree, 2+ years of experience in financial planning, and a Certified Financial Planner (CFP) certification. This role promises competitive pay and the opportunity to impact clients’ financial well-being.
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