CFP Wealth Advisor for Business Owners
Job in
Richardson, Dallas County, Texas, 75080, USA
Listed on 2026-08-24
Listing for:
Generational Group
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Generational Group's Wealth Advisor / Financial Planner is a client-facing role for partnering with business owners to manage and grow their assets. Reporting to the Director of Financial Planning, this position suits a team-oriented, fast-paced environment with daily client interaction.
Preferred candidates hold CFP® and have 5+ years leading financial planning and investment recommendations. GWA serves a nationwide client base; occasional meetings outside regular hours are expected.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×