Bryan Monks
Email: bryanjmonks@gmail.com
LinkedIn: http://www.linkedin.com/in/bryanjmonks
Hello! I am currently a Client Service Associate for Merrill Lynch. I obtained my CFP(r) certification in December 2023, and have recently started working on the Enrolled Agent designation. I am looking for a client-facing financial planner/paraplanner role with a RIA firm. I have certificates in eMoney, MoneyGuidePro, and know a little in Right Capital. I am financial planning enthusiast and love to read the Financial Planning Journal, Kitces articles, and anything related to financial planning. I have a tremendous amount of customer service experience. I do also have experience in client meeting and working on financial plans. I am not only passionate about financial planning to help individuals accomplish their life goals, but also love to educate people about different financial topics.
Desired Position: Client-Facing Financial Advisor, Paraplanner, Analyst, Tax Preparer
Preferred Business Channel: Fee-Only RIA, Hybrid RIA/BD, Hybrid RIA/Insurance
Location: Frisco, TX
Preferred Work Location: Local In-Person, Remote, Hybrid
Compensation Preference: Salary plus Bonus (Fixed and Variable), Performance-Based (Variable), Salary (Fixed)
Required Employer Benefits: Health Insurance, Employer-Sponsored Retirement Plan, Disability Insurance, Life Insurance
Securities Licenses: SIE, Series 7, Series 65
Insurance Licenses: None
Designations: CERTIFIED FINANCIAL PLANNER™ (CFP®)
Education Level: Bachelor’s Degree
Current Position: Client Service Associate
Years of Industry Experience: 6
Number of Existing Client Households: 0
Planning Software Experience: RightCapital, MoneyGuidePro, eMoney