CFP: Wealth & Retirement Planner; On-Site in Lakeway
Job in
Lakeway, Travis County, Texas, USA
Listed on 2026-02-06
Listing for:
Empower Wealth & Tax PLLC
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Advisor
Job Description & How to Apply Below
A financial services firm located in Lakeway, TX, is seeking a full-time Certified Financial Planner. This role involves developing customized financial plans to meet clients' individual goals, conducting financial assessments, and managing retirement planning. Ideal candidates should possess a Certified Financial Planner designation, a bachelor's degree in finance or related fields, and strong analytical and communication skills. You'll also stay abreast of financial trends and regulations to ensure clients' plans align with their long-term objectives.
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