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Financial Planner, CFP

Job in Austin, Travis County, Texas, 78716, USA
Listing for: JCW Group
Full Time position
Listed on 2026-06-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

A growing wealth management firm is seeking a client-facing Financial Planner to join its advisory team. This is an opportunity to work with affluent clients through every stage of the planning process, delivering comprehensive advice while building long-term relationships in a collaborative, planning-focused environment.

This role will lead client engagement from onboarding through ongoing financial planning, helping individuals and families navigate complex financial decisions with confidence and clarity.

Responsibilities
  • Lead clients through the financial planning process from onboarding through implementation and ongoing reviews.
  • Develop and present comprehensive financial plans tailored to client goals and evolving needs.
  • Partner with attorneys, CPAs, and other professionals to coordinate planning strategies.
  • Build trusted client relationships through proactive communication and ongoing guidance.
  • Contribute to planning initiatives, process improvements, and enhancements to the client experience.
Qualifications
  • 5+ years of financial services experience, including developing and presenting financial plans.
  • Experience working with pre-retirees, retirees, and high-net-worth clients.
  • Strong knowledge of retirement planning, investments, insurance, tax considerations, and wealth management strategies.
  • Experience with financial planning software and CRM platforms.
Required Skills
  • Strong client-facing communication and relationship management skills.
  • Ability to simplify complex financial concepts and deliver advice with confidence.
  • Highly organized with strong attention to detail.
  • Collaborative mindset with a proactive, solution-oriented approach.
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