Careers at CFM

Interested in being a part of a small company with a big impact? At Carter Financial Management, success is fostered by bright people working together to deliver exceptional client service.

A multi-generational firm with a deep bench of talent and experience, CFM has been delivering high-quality client service through the booms, busts and legislative sea changes of the last 40 years. Their experience and dedication to client service has consistently landed team members on D Magazine’s “Best Financial Planners” list since it began in 2002”.

Through respect, trust, and creativity, their family-feel work environment encourages team members to grow personally and professionally.

If you hold or are working towards a Series 7 license with CFP® designation, and want to work hard in a supportive environment while growing personally and professionally, let’s talk about how we can help you reach your career goals.

* D Magazine Top Wealth Manager – Members in DFW chapters of the Financial Planning Association®, Chartered Financial Analyst Association® and the Investment Management Consultants Association® were allowed to self-nominate their firms. Finalists chosen by panel of esteemed local wealth managers must hold themselves out as fiduciaries and have total assets under management of at least $100 million; average assets under management per client of at least $1,000,000; a 95% client retention rate over the last two years; no current disciplinary action and at least five years of experience. To select the **Best Financial Planners, every CFP® practitioner in the DFW chapter of the Financial Planning Association was asked to cast an online ballot; self-nominations were tossed out. Winners were selected by a panel of esteemed local financial planners and had to be practitioners in good standing who would accept new clients as of November 2018. Neither the firms nor their employees pay a fee to D Magazine in exchange for inclusion on the lists. Inclusion is no guarantee of future performance or investment success, and is not representative of any one client’s experience or an endorsement by D Magazine. Raymond James is not affiliated with D Magazine.