The Opportunity

Valorous Advisors is looking for an experienced and dedicated Certified Financial Planner (CFP®) to join our team in Plano, TX. This is not a sales role—you’ll focus on delivering expert financial planning and wealth management services to clients. The position is in-office and offers the chance to develop deep client relationships without sales quotas.

 What You Bring

• Bachelor’s degree in Finance, Economics, Business, or a related field
• Certified Financial Planner (CFP®) in good standing
• Minimum 5 years of experience in wealth management or financial advisory
• Strong analytical skills with attention to detail
• Excellent interpersonal and communication skills
• Spanish language fluency is a plus
• Proficiency in financial planning tools/software
• Ability to work independently and collaboratively
• Ongoing commitment to professional development
• Strong understanding of tax laws and regulations

 Compensation

• Competitive base salary 
• Bonus opportunities up to 25% of base salary
• Client retention bonus opportunities

Benefits Package

• Health Insurance: Medical, dental, and vision (75% paid by employer for individual & family)
• Retirement: 401(k) with 3% Safe Harbor non-elective + discretionary profit sharing
• Life Insurance: Company-paid coverage
• Disability Insurance: Short- and long-term coverage
• Time Off: Discretionary paid time off + 10 paid federal holidays (NYSE schedule)
• Professional Development: Access to training and certification opportunities
• Work-Life Balance: Flexible work hours and a supportive environment

Responsibilities

Client Engagement - Build and maintain strong, trust-based relationships & understand each client’s unique financial goals and needs.

Financial Planning & Wealth Management - Create and implement comprehensive, customized financial plans & provide advice on investment strategies, asset allocation, and portfolio management.

Specialized Planning: Risk Management: Align portfolios with client risk tolerance / Retirement Planning: Develop strategies for income generation and asset preservation. / Estate Planning: Provide guidance to manage and transfer wealth effectively.

Ongoing Insights - Stay informed on market trends and economic conditions & educate clients to make informed financial decisions.

Compliance & Ethics - Ensure all advice and actions align with regulatory standards and internal policies. 

 What We Expect from You

• Client-Centric Approach: Deliver tailored, high-quality financial advice
• Professionalism: Uphold integrity, confidentiality, and ethics
• Performance: Meet defined objectives through exceptional client service
• Innovation: Seek ways to improve financial outcomes for clients
• Collaboration: Work with internal teams to deliver holistic solution.