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Financial Consultant Financial Advisor

Strategic Financial Planning Relationship Manager

Job in Fort Worth, Tarrant County, Texas, 76102, USA
Listing for: The Capital Chart Room LTD
Full Time position
Listed on 2026-01-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm located in Fort Worth, Texas, is in search of a dynamic Client Relationship Manager to enhance client interactions through effective communication and tailored solutions. The ideal candidate will have 5-7 years in financial planning, capable of simplifying complex financial concepts, and will preferably hold a Certified Financial Planner® designation. This full-time role involves facilitating client meetings and contributing to the firm’s strategic initiatives such as the Business Owners’ Summit.
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