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Lead CFP: Holistic Financial Planning & Growth
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-06-12
Listing for:
Boutique Recruiting
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
Boutique Recruiting is seeking a Certified Financial Planner in Austin, Texas, to provide comprehensive financial planning services. The role includes leading clients through estate and tax planning while ensuring compliance and adherence to standards.
The ideal candidate will have an active CFP designation, 2-5 years of financial planning experience, and the ability to handle diverse client communications both virtually and in-person. The position offers competitive compensation and a benefits package including 401(k) matching and health insurance options.
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