Job Description

The Wellspring Group has a long history of helping successful individuals and families integrate all aspects of their wealth.  We currently have offices in Atlanta, Dallas and Fort Lauderdale.

We are looking for a qualified individual to join our Arlington, Texas office as a Financial Planning Consultant.  Working in a support role with our Wealth Integration Advisors, the Financial Planning Consultant will:

• Examine client financial statements, legal documents, client profile questionnaires, and the Wealth Integration Advisor's observations to understand the client's overall picture of their wealth and objectives.


• Analyze client's current planning, and determine weaknesses and opportunities for improvement.


• Develop presentations with recommendations for the Advisor to present to the client.

Candidate Qualifications

• Bachelor's degree required, advanced degree desirable.


• Financial Services industry experience desirable.


• Industry certifications (such as CFP®, CLU, ChFC) desirable


• Technical knowledge of planning concepts in areas of estate planning, retirement planning, business continuity planning, insurance planning, income/transfer tax planning.


• Initiative - self motivated individual.


• Ability to work independently and multi-task.


• Excellent organizational, analytical and communication skills.


• Self confidence - ability to interact with Wealth Advisors and other professionals such as attorneys, accountants, trust officers, etc.


• Professional appearance.


• Proficient computer skills (Microsoft Word, PowerPoint, Excel and client management software).

Salary and Benefits Info

Competitive salary and benefits, commensurate with experience.