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CFP Financial Planner - Wealth Advisory
Job in
Frisco, Collin County, Texas, 75034, USA
Listed on 2026-03-12
Listing for:
TIAA
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services company seeks a Financial Planner to create high-quality financial plans for clients in Wealth Management. You will support advisory teams with planning points and assistance via email and phone. Candidates should possess or be nearing completion of the Certified Financial Planner (CFP) certification and have at least 2 years of relevant experience. The role offers a competitive salary range of $74,300 to $90,000 and is based in Frisco, Texas.
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