Certified Financial Planner

Wealth & Tax, and Estate Planning Management

This is a full-time on-site role for a Certified Financial Planner based in Lakeway, TX. The Certified Financial Planner will work directly with clients to develop customized financial plans tailored to meet their individual goals and circumstances. Responsibilities include conducting financial assessments, creating comprehensive financial strategies, managing retirement planning, and consistently providing expert guidance for wealth management. The position also involves staying updated on financial trends, industry regulations, and ensuring clients' financial plans remain aligned with their long-term objectives.

• Expertise in Financial Planning and Personal Financial Planning
• Certified Financial Planner designation or equivalent accreditation
• Strong skills in Retirement Planning and related financial strategies
• Solid foundation in Finance, with a keen understanding of financial products and services
• Excellent analytical, communication, and problem-solving skills
• Ability to build and maintain strong client relationships
• Bachelor's degree in finance, economics, or a related field
• Knowledge of financial industry regulations and compliance standards