Certified Financial Planner

At The Fox Alliance, we are passionate about bringing financial empowerment to not only our clients, but our community around us. We are firmly committed to our four
Core Values
….

We are P
eople-First,
recognizing that we exist for our clients, but because of our team. This philosophy guides how we treat our employees, serve our clients, and build our workplace culture. We foster a supportive, inclusive, and empowering environment where individuals are respected, heard, and given the tools to grow personally and professionally.

Because the work we do is deeply impactful in the lives of the people we serve, we are
Purpose Driven
.

We are
Always Improving
because good is not good enough. Every day is an opportunity to learn and grow.

Lastly, we
Own the Outcome
Because ownership means taking responsibility for the end-result, not just the task at hand.

Job Overview:

We are seeking a
Financial Planner
who can provide both
advisor support
and
client-facing financial analysis,
and who is excited to be part of one of the fastest-growing wealth management and tax service firms in the nation. In this role, you will play a key part in delivering high-quality financial planning to our clients while supporting the continued growth of our advisory team, primarily based in Texas with additional teammates across the country.

This position is ideal for someone who is analytical, detail-oriented, and energized by working directly with clients while partnering with lead advisors to build, present, and refine comprehensive financial plans. You will help ensure that every client receives an exceptional planning experience grounded in clarity, accuracy, and proactive guidance.

If you are an excellent communicator with a passion for financial planning, a collaborative mindset, and a desire to grow within an innovative, mission-driven firm, we would love to meet you.

Location:

Austin, TX is the preferred location alignment; Dallas, TX or San Antonio, TX are alternate office locations.

Skills & Qualifications:

• CFP preferred (or progress towards a near completion)
• Additional designations (CFA, CPA, EA, JD/LLM, etc.) are a plus
• 4–8 years of experience in financial planning or advisor support
• Strong written and verbal communication skills
• Ability to explain complex concepts in a way clients can easily understand
• Excellent analytical skills and attention to detail
• High ethical standards and a client-first mindset
• Comfortable working both independently and as part of a collaborative team
• Experience with LPL, Black Diamond, or Salesforce is beneficial

Client Interaction & Support:

• Participate in client meetings to gather information, present planning updates, and support the lead advisor
• Build trusting, long-term relationships through proactive communication
• Gain a deep understanding of each client's goals, needs, and financial situation
• Assist clients with plan implementation,