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Oriented Financial Planner Associate; CFP Track
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-07-14
Listing for:
Guided Path Financial
Full Time, Part Time, Apprenticeship/Internship
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Guided Path Financial in Plano is seeking an Associate Financial Planner/CFP Candidate Track team member for a hands-on growth role within an established wealth management practice.
You will learn client service, planning support, meeting preparation, follow-up, operations, marketing, and eventually client-facing advisory work. Flexible schedule: part-time, internship, or full-time may be considered, with long-term growth potential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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