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Financial Planner

Robert Half Finance & Accounting Dallas Full-Time
DOE
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Ref ID: 04380-0011012602

Classification: Financial Analyst - Manager

Compensation: DOE

Would you like to help clients achieve their financial objectives by assessing their financial situation, develop and present financial strategies and plans based on the assessment, and monitor changes in financial status and life circumstances. Primary responsibility will be to take over some of the existing client relationships of Senior Advisors. In addition, the Advisor will focus on bringing in new business to the practice. New business can be in the form of investment management fees, financial planning fees, insurance commissions and/or other sources of financial services revenue. Finally, the Advisor will assist with the operations of LGT Financial Advisors LLC, as needed. Essential Functions: ? Market services by asking for referrals from management team at LGT, current clients and meeting prospects at community functions. Present at financial planning seminars. Develop a source of referrals from attorneys, CPAs and other professionals. ? Assess clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning. ? Develop financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans. ? Obtain clients' commitment by explaining proposed financial plans and options. ? Monitor clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans. ? Provide financial management information by preparing financial status analyses and reports. ? Update technical knowledge by tracking financial markets, general economic conditions, and new financial products; participate in educational opportunities; read detail oriented and technical publications; maintain personal networks; participate in detail oriented organizations. ? Develop expertise in a specific area to attract new business and grow firm revenue (e.g., social security planning, employee benefits planning, women?s initiatives, etc.). ? Assist, as needed, with the daily operations of running LGT Financial Advisors LLC (including but not limited to responding to client communications, account paperwork, trading, etc.).
Microsoft Excel 2+ years public tax or financial planning Series 7 and 66 or desire to obtain these Desire to build a book of business

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888-490-5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

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Skills required

Taxation
Investments
Accounting
Reconciliation
Reinsurance
Financial Statements
Apply to this job.
Think you're the perfect candidate?
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Job ID: 04380-0011012602

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We have a lot in common: You want to find meaningful work and be rewarded for it, and we want to help you do it. We believe that when you find the role that matches your skills and priorities, you'll thrive.

Robert Half Finance & Accounting pioneered financial recruitment in 1948. Since then, we've continued to lead the industry in placing experienced professionals like you in accounting, finance, credit and collections, bookkeeping, payroll and taxation roles. Our process begins with one-to-one personal service from industry specialists who get to know who you are and what you're looking for. Then we apply our deep expertise, robust resources and leading-edge technology to connect you with an assignment where you can make meaningful contributions and be valued for them.

At Robert Half Finance & Accounting, we're dedicated to finding the fit that makes people happier and companies better. Join us.

About Us
Robert Half Finance & Accounting is a division of Robert Half, the world's largest specialized staffing firm. For almost seven decades, we've helped candidates and companies find the right fit. That passion has paid off: Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998. We love what we do-and we want you to love it too.

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