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CFP Wealth Planner High-Net-Worth Families
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-02-01
Listing for:
Imprimis Group
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A private wealth management firm in Dallas, TX, is seeking a financial planner with a CFP designation. You will work closely with the President and manage high-net-worth clients, providing comprehensive financial planning services. Responsibilities include developing customized financial strategies, maintaining client relationships, and ensuring compliance with regulations. Ideal candidates will have at least 3 years of experience, a Bachelor’s degree, and exceptional communication skills.
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