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The Financial Planning Association (FPA) of DFW is the leading professional association for Certified Financial PlannerTM (CFP® ) professionals and other financial planning industry professionals. The DFW Chapter of FPA boasts a growing membership of over 740 professionals members and reaches out to more than 2,000 Dallas & Fort Worth professionals and organizations involved in the financial planning process.
FPA DFW members may post jobs for 30-90 days at no charge.
Non-FPA DFW members may post jobs at the affordable rate of $45 per 30 day listing or $100 for a 90 day listing.
To Submit an Advertisement: Email the text as you would like for it to appear on the website to execdir@fpadfw.org. We do not adjust or make changes to the ads so it must be print ready. Be sure to include a contact name, phone number and email address in the ad as these are required fields. Non-FPA Members must make full payment for the ad before it can be posted. We accept credit cards or checks made payable to FPA DFW. To pay with a credit card by phone please call 972-747-0407. There is no cost for FPA members to advertise. Once we receive the ad (and payment if applicable) the job will be posted online within 48 hours.
Contact: Melisa Hall - FPA DFW Executive Director Phone: 972.747.0407 Email: execdir@fpadfw.org
The following 14 record(s) have been returned:
Displaying records: 1 - 10
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Operations/Trading |
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Operations/Trading Position
JWA Financial Group, Inc. is interviewing for an Operations position for their North Dallas office. We are a fast-growing, fee-only financial planning firm with 10 team members servicing approximately 430 clients. We employ a passive investment s...More |
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FINANCIAL SERVICES FIRM: ADVISOR AND MANAGER POSITIONS |
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HFG Financial, an 80-year-old comprehensive financial services firm and an agency of the Mass Mutual Financial Group, has full time career opportunities for self-starting, high achieving professionals who would seek and thrive in an entrepreneurial setting. Sales and financial backgrounds are ...More |
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Advisor Associate |
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Requirements:
At least 3 years of financial service and investment experience.
At a minimum, possess Series 7, 63 & 65 licenses.
Preferably hold CFP or CFA designation or have a willingness to pursue.
Associate will participate in the ongoing development of the firm’s ...More |
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Operations Manager |
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Operations Manager
Qualifications/Description:
This person is the gateway to the company, usually the first impression by phone (no cold calling), email or in person. Must maintain office presence of neat, prepared, responsive customer service. Operations Manager must be pro-active in handling cli...More |
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Planning Analyst |
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Responsibilities
Data entry of client information into relevant software program
Analysis of output and client data to determine whether client will meet their objectives
Solve for client objectives and present alternative scenarios
Make specific recommendations regarding pr...More |
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Case Manager |
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Doyle & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. is looking for an experienced Case Manager. This position will support the financial advisors in the processing of all client paperwork, compliance procedures, analyses and trades as necessary. The ideal can...More |
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Financial Analyst/ Paraplanner |
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Carter Financial Management has an immediate opening for a hard working individual who is a CFP® or working towards this designation to work as a financial analyst or paraplanner. This individual will be responsible for preparing written financial reviews. Candidate must be diverse in tax, investmen...More |
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AFA/Case Manager |
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Doyle & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. is looking for an experienced AFA/Case Manager. This position will support the financial advisors in the processing of all client paperwork, compliance procedures, and analyses and trades as necessary, and b...More |
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Financial Planner |
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Calling your self a “Financial Planner”, but find yourself just selling insurance products & investments? Have hoop dream quotas that will never get filled? Are you leaving money on the table? Come join a firm that understands where you have been and will help you capitalize on your relationsh...More |
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Receptionist and General Office Support Staff for Financial Services Firm |
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Growing Financial Services Firm needs administrative office support.Duties will include: calendar management, setting appointments, application processing, typing letters, scanning documents, filing, sending faxes, imputing client data, database maintenance, organizing electronic information, etc. M...More |
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