RK Partners
Job Title: Financial Planner
Location: Plano, TX
Position Summary We are seeking an experienced and service-oriented Financial Planner to join our team. This individual will serve as a Lead Planner, working closely with the Advisor to manage client relationships, deliver financial plans, and develop comprehensive strategies to meet client goals. This role involves active communication with clients and their team of professionals (e.g., CPAs, estate attorneys, insurance agents), plan preparation, and participation in client meetings.
Key Characteristics & Ideal Candidate Profile
Service-oriented with a proactive attitude
Highly organized and detail-oriented
Comfortable managing multiple priorities in a fast-paced environment
A strong communicator with excellent interpersonal skills
A collaborative team player who thrives in a client-centric setting
Essential Responsibilities
Serve as Lead Planner in client relationships, working in partnership with the Advisor
Develop, analyze, and present financial plans and strategies during client meetings
Maintain proficiency in eMoney; verify data accuracy for all plans and updates
Understand and utilize other firm platforms, including CRM, portfolio management software, Schwab, and Fidelity
Collaborate with clients’ external professionals (CPAs, attorneys, etc.) to support holistic planning
Provide direct communication and ongoing support to clients as an additional point of contact
Participate in weekly Financial Planning team meetings
Assist in leading quarterly Wealth Management Committee meetings
Qualifications & Skills
Education: Bachelor’s degree required (preferred fields: Financial Planning, Finance, or Accounting)
Experience: 1–3 years of experience in the financial services industry
Series 65 or 66 required; CFP preferred (firm will pay for candidate to obtain)
Technical Skills:
Strong proficiency in eMoney
Familiarity with Microsoft Office Suite (Outlook, Word, Excel, OneNote, Teams)
Knowledge of portfolio management platforms and custodians such as Schwab and Fidelity (preferred)
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Location: Plano, TX
Position Summary We are seeking an experienced and service-oriented Financial Planner to join our team. This individual will serve as a Lead Planner, working closely with the Advisor to manage client relationships, deliver financial plans, and develop comprehensive strategies to meet client goals. This role involves active communication with clients and their team of professionals (e.g., CPAs, estate attorneys, insurance agents), plan preparation, and participation in client meetings.
Key Characteristics & Ideal Candidate Profile
Service-oriented with a proactive attitude
Highly organized and detail-oriented
Comfortable managing multiple priorities in a fast-paced environment
A strong communicator with excellent interpersonal skills
A collaborative team player who thrives in a client-centric setting
Essential Responsibilities
Serve as Lead Planner in client relationships, working in partnership with the Advisor
Develop, analyze, and present financial plans and strategies during client meetings
Maintain proficiency in eMoney; verify data accuracy for all plans and updates
Understand and utilize other firm platforms, including CRM, portfolio management software, Schwab, and Fidelity
Collaborate with clients’ external professionals (CPAs, attorneys, etc.) to support holistic planning
Provide direct communication and ongoing support to clients as an additional point of contact
Participate in weekly Financial Planning team meetings
Assist in leading quarterly Wealth Management Committee meetings
Qualifications & Skills
Education: Bachelor’s degree required (preferred fields: Financial Planning, Finance, or Accounting)
Experience: 1–3 years of experience in the financial services industry
Series 65 or 66 required; CFP preferred (firm will pay for candidate to obtain)
Technical Skills:
Strong proficiency in eMoney
Familiarity with Microsoft Office Suite (Outlook, Word, Excel, OneNote, Teams)
Knowledge of portfolio management platforms and custodians such as Schwab and Fidelity (preferred)
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