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Posted: Tuesday, February 21, 2017 4:12 AM

Job Description:/h3:
Our client is a 30:year old, very successful financial advisory firm located in Eastland, TX, 1 1/2 hours west of Ft Worth. The firm focuses on a Life Planning approach. This attitude severely mitigates the chances that a client will leave the firm voluntarily. This tends to bring in a higher level of client, (accredited investors in many cases), and they see the value of working with the firm. This adds stability to the firm and therefore to a staff members future. The firm is truly family:oriented in every sense of the word. It is run on a West Texas down to earth, honest cultural basis. The firm aims at a work/life balance; even insists on it.
*They stress education among staff and clients. The staff reads a book each quarterly to improve; not just in business, but in life.
*Clients too are managed from a coaching standpoint; not a sales culture.
*Equity Ownership in the firm is a real possibility; they believe in staff having the opportunity to earn this.
*It is an opportunity to work with successful people whose values are important and who want to pass on.
*The firms reputation in the area is such that there is very little marketing and sales; client seek them out.
*Excellent benefits and family time is not should encouraged, but stressed.

We have an opportunity for an individual with heavy estate planning experience and preferably a CPA. The firms clients are business owners in the retail, oil and gas, and ranching arena and many are accredited investors. There is a significant need for estate planning so this will be a high profile position in the firm. This is NOT a sales position; the firm takes an educational approach and clients typically seek us out.

Compensation is commensurate with experienceCompany Description:/h3:
Des Moines:based Consulting firm, focused on the Investment Advisory and Asset Management arena

Source: http://www.tiptopjob.com/jobs/63603916_job.asp?source=backpage


• Location: Fort Worth

• Post ID: 48363367 fortworth
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