CFP Certification - REQUIRED at Teksystems Global Services LLC

Fort Worth, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Feb, 26

Salary

95000.0

Posted On

30 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

CFP Certification, Financial Planning, Retirement Income Planning, Taxation Rules, Social Security Planning, Medicare Planning, MoneyGuide Pro, Investment Management

Industry

IT Services and IT Consulting

Description

Must have CFP Certification Description Develop and maintain expert knowledge of financial planning concepts, including but not limited to: Retirement Income Planning strategies with an understanding of the complex relationship between retirement income sources and income taxation. IRA and Qualified Retirement Plan features benefits, distribution options and taxation rules. Strategies for generating tax-efficient income to meet spending needs in retirement, accounting for pensions, annuities, investments, and other sources. Fundamental principles of Social Security and Medicare planning Identify and model potential product solutions to implement strategies which enhance client outcomes and as they work toward successful achievement of their goals. Coordinate Case Prep for client meeting with Advisor Additional Skills & Qualifications CFP Certification - REQUIRED MoneyGuide Pro Efficient Bachelors Degree - Financial Planning (highly preferred) Investment Management Experience Schedule: Monday to Friday; 8AM to 5PM Job Type & Location This is a Permanent position based out of Fort Worth, TX. Pay and Benefits The pay range for this position is $85000.00 - $95000.00/yr. 7% performance based bonus, We have a three-pronged approach to compensation; base, bonus, and a 15% ESOP (Employee Stock Ownership Plan) contribution. Employee owned and our ESOP program falls within 1% of companies. You are eligible to enter into the ESOP program after a year of employment. This 15% contribution is made 100% by the employer- you will never once contribute to this account, making it a significant part of your total compensation. More incredible benefits offered: • Option to contribute to a 401k account • 16 Days of Paid Time Off, 10 holidays • 2 floating PTO days every year • Full health, vision & dental coverage • 2 Days of Volunteer Paid Time Off • Tuition Reimbursement program • Hybrid work environment • Bank Mortgage Discount Program • Free Financial Planning • Free onsite- fitness center with exercises classes and personal training options • Free basic life, short and long term disability, and an employee assistance program • Pet Insurance • Paid parental and military leave • Contributes to your Health Savings Account for the high deductible medical plan • Charitable services & volunteer opportunities • Concierge services with daily lunch specials, vendor sales, discount tickets to community events and attractions • Robust Leadership Development program dedicated to leader development at every level of the organization • In-house training courses ranging from leadership developer to health and wellness seminars • Mentorship program • Virtual learning opportunities • Employee recognition programs and quarterly all employee luncheons • Yearly family & social events • Dress For Your Day dress code • Updated workspace • Regular Employee Engagement surveys • Dedication to Diversity & Inclusion and Employee Resource Group • And more!! Workplace Type This is a fully remote position. Application Deadline This position is anticipated to close on Dec 5, 2025. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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Responsibilities

Develop and maintain expert knowledge of financial planning concepts. Identify and model potential product solutions to enhance client outcomes.