Junior Planner

Our client is a boutique wealth management firm nestled in the heart of Frisco, TX. We're on the lookout for a Junior Planner to become an integral part of this close-knit family. This is a firm that embraces an entrepreneurial spirit, fosters open collaboration, and allows you to thrive without the confines of red tape.

Ideal Qualifications:

Finance degree or related field

2+ years of experience within wealth management, financial planning or an RIA

Experience building relationships and ability to network with high net-worth clientele

As a Junior Planner, you'll have the unique opportunity to not only contribute to their present success but also play a pivotal role in shaping the future of the organization. If you're driven, ambitious, and eager to grow both personally and professionally, we invite you to embark on this exciting journey with us.