Associate Wealth Planner
- Licensing Support
- Comprehensive Retirement
- 1-1 Mentorship
- Bonus based on performance
- Company parties
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- A relationship-first culture focused on service
- Senior reps who mentor and invest in your growth
- Flexibility and autonomy, backed by a supportive team
- A chance to serve families and small business owners across North-Central Texas (and beyond)
- Assist the local team with client communication, appointment coordination, and the full business development cycle
- Help prepare personalized planning materials, reports, and documentation
- Maintain accurate and compliant client records
- Participate in client meetings, supporting follow-through and service
- Engage in marketing and outreach efforts to help grow the client base
- Develop industry knowledge through ongoing education and mentorship
- Strong interpersonal and organizational skills
- Professionalism and attention to detail
- Motivation to grow within the financial planning field
- A passion for helping others achieve long-term goals
- Bachelor's degree (preferred) or equivalent experience
- Openness to obtaining required licenses and certifications
- A team of like-minded professionals who value collaboration, service, and community impact
- Focused on building relationships—not just managing assets
- Led by a support staff that keeps operations smooth, including paraplanning and recruiting roles
- Based in North-Central Texas (from Gainesville to Waxahachie, Coppell to Mt. Pleasant)
- Licensed to serve clients nationwide—wherever the need arises
- Relationships first: our mission is to build, create, and foster strong personal and professional relationships to better serve others
- A team culture where senior reps serve and support new associates Living out our values through fraternalism and community leadership
Flexible work from home options available.
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