8201 Preston Road
JOIN OUR TEAM
We are looking for talented professionals to join our team. We are a respected, friendly, and growing regional firm that values our team members, supports and facilitates their individual and professional growth, and rewards success. Our team is comprised of fiduciaries and stewards, with clients’ interests and financial goals as their priority.
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.
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:
To apply for a position, please send your resume to email@example.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.