Financial Planning and Investments Associate

The Capital Chart Room, located in Arlington, TX, is a rapidly growing financial planning firm serving a growing number of ultra high net worth clients.  This is a great opportunity to work with an excellent team and wonderful group of clients, as well as learn high level planning techniques.  This person will provide team support in the areas of investments and planning services.  Responsibilities include financial analysis and design and investment spreadsheet design and maintenance.

 

 

The successful candidate will possess:

 

?  1 to 2 years of financial services experience

?  Advanced Microsoft Office skills

?  Ability to solve problems with minimal supervision

?  Ability to communicate professionally verbally and in writing

?  Professional appearance and demeanor

?  Insurance license and securities registration a plus

 

Competitive Compensation Package includes benefits, incentives and a base salary range of $35,000 - $45,000, depending on experience.