We currently have the following openings:
CERTIFIED FINANCIAL PLANNER™ (Open) – Our CFP will provide holistic financial planning services to our current clients and develop financial plans for new clients.
- Candidates must have a bachelor’s degree, and CFP license with a minimum 3 years of experience in financial services in a client-facing role.
- Series 7, 63, 65 or 66 required; Life & Health Insurance license preferred.
- Excellent communication skills, and professional style in both written and verbal formats.
- Proficiency in MS Office, CRM systems, financial planning software (such as E-Money), and trading platforms, and the ability to utilize new technology with ease.
- Ability to maintain professional image and project our values and culture with clients, colleagues, vendors, etc.
- Exceptional organizational and time management skills.
- Fanatical attention to detail and excellent follow through.
- Strong leadership and collaboration skills, and adept at building relationships with clients, prospective clients, team members, and external resources.
- Passion to continue learning and improving. Confident self-starter who can be successful with minimal supervision and enjoys a fast- paced environment.
Financial Advisor (Open) – We are seeking practicing financial advisors who can take a comprehensive view to create individualized financial plans that have the flexibility to adjust for clients’ new goals, opportunities and challenges.
About BFS Advisory Group
Our mission is to help our clients to use their money to have the lives they want. We provide both investment management and financial planning advice to a diverse group of clients, primarily high net worth individuals and families who are executives or business owners. At BFS AG, we intend to be leaders in helping our clients to understand their investments and how our industry serves them to help them achieve their goals. We build our team with employees who are passionate about serving clients the way we do, focusing on their needs, and designing financial solutions to help them achieve their goals. We provide an exceptional experience to our clients, emphasizing ongoing education, fee transparency, and personalized communication.
We have been recognized in D CEO, Dallas Business Journal, Investment News, Forbes, RIA Intel, Financial Planning magazine, and other publications for our work and our philanthropy.
What We Offer
Our goal is to hire team members that are well-matched to excel in their position, and to provide them with high levels of responsibility and independence to do so. We provide resources and support so that our team members can grow in their careers and provide value to the firm and to our clients. We offer on-the-job training, mentoring, and opportunities for education outside of the firm. We value a balanced life and believe that what our employees learn and experience outside of the office enriches what they can offer to our clients and firm.
The position includes a comprehensive compensation package:
- Base salary
- Potential for performance-based pay
- 100% coverage of health insurance premium
- 401(k) match
- 15 days of PTO and 10 paid holidays
- Current hybrid schedule comprised of three days in the office and two days WFH
To apply for a position, please send your resume to hello@bfsadvisorygroup.com. Briefly tell us how you can contribute to our mission of helping clients invest for the lives they want.
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*CFA ® and Chartered Financial Analyst ® are registered trademarks owned by CFA Institute.
