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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


• Location: Fort Worth

• Post ID: 48363367 fortworth is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017