- Financial Planning
- Analysis Skills
Financial Planner / Associate Advisor
Beaird Harris is seeking a Financial Planner / Associate Advisor to join our growing wealth management team. We advocate for clients by proactively guiding them through all aspects of their financial lives. The firm provides comprehensive, holistic financial planning and investment advisory services for individuals and families, businesses and healthcare professionals. Our integrated approach to tax and wealth management helps provide our clients peace of mind – allowing them to focus on the things that matter most: living a happy, healthy and fulfilling life.
Who We Are:
Nationally recognized, independent, fee-only RIA firm
Affiliate in-office regional CPA firm
Dallas based; in business for over 20 years
AUM approx. $1.2 billion
Bachelor’s Degree in Business, Finance or related discipline; with Personal Financial Planning focus strongly preferred.
CFP designation required.
2-7 years’ experience in financial planning role. RIA experience required.
Commitment to acting in the clients’ best interests.
Belief in academically based investment philosophy.
Respect for the confidentiality of client and corporate information.
Strong financial and analytical skills.
Strong verbal and written communication skills.
An understanding of the fundamentals of investing, including the characteristics and use of various investment securities, the mechanics of securities transactions, and the different types of investment accounts.
Positive customer-focused attitude.
Self-motivated to complete responsibilities without supervision.
The Financial Planner / Associate Advisor has an entrepreneurial spirit and wants to apply their talents in a fee-only environment. They have a passion for explaining complex personal financial matters, both to clients as an advocate, and to staff as a leader. This role is responsible for supporting Senior Advisors with a financial planning focus, as well as servicing clients. They operates in a team-based environment, where everyone is rewarded based on the success of the Firm. If you thrive in a progressive environment and like to be in charge of your career, we’d like to hear from you.
Why Work With Us?
You’ll have the opportunity to learn from our team of experts, do work that touches people’s lives, and be a part of our unique culture. We take great care of the people who take care of our clients.