Virtual Financial Planner position

This individual also must be highly intelligent, a quick learner, familiar with computers and technology, and eager to learn new ways to accomplish their job. They must communicate and coordinate effectively with the other employees, be a strong team player, and able to design & implement cost-effective processes to help the company achieve its goals.

Strategic Financial Planning, Inc. (SFP) is a well-established financial planning and wealth management company that is expanding. We offer a great team environment, a reputation for excellence, established clients, and excellent growth potential to help you reach your personal goals.

We feel our employees are as important as our clients, and we work to provide both with a great atmosphere and learning environment. We value our employees and take pride in recognizing their outstanding talents and efforts. We are committed to the delivery of superior quality and service based on a foundation of honesty, integrity and ethical treatment.

Strategic Financial Planning, Inc. has served the Dallas, TX and surrounding area for more than 25 years. We specialize in financial planning and life planning services primarily for established professionals, physicians, business owners, and divorcees/widows. We provide quality services designed to exceed the client’s expectations. As a result, we have a business built on client referrals.

A Financial Planner at Strategic Financial Planning, Inc. is an outgoing, analytical and organized professional who is able to create financial plans, perform various operations tasks, conduct technical and tax research, get involved in the financial planning community and clearly communicate conclusions via verbal and written correspondence in various elements of each client’s long-term personal finance strategy. You will hold the CFP® certification. Investment management and research is a very small part of what we do. Our focus is on fee-only comprehensive financial and life planning and wealth management, so you must enjoy much more than investments. This position offers long-term growth potential in the financial planning field.

You will work directly with all members of the firm to prepare financial plans using customized Excel-based spreadsheets and eMoney financial planning software as well as grow and work towards becoming one of the relationship managers for many of the firm’s clients. A thorough knowledge of Microsoft Office suite is required. While eMoney experience is desired, training is available. You will be comfortable with data entry, analysis, interpretation, writing reports and speaking with clients, prospects and other professionals. Many of your projects require conclusions documented in client letters and internal memos; as such, your writing skills must be excellent.

Since you will be dealing with financial documents, exceptional attention to detail and discretion are required. Our relationships with our clients and business partners are the heart of our business.

Please email blee@strategicfp.com with your interest and why you think you may be a good fit for this position.