Financial Planner (looking for Tax background) Wealth Management Firm North Dallas (#106455)
Outstanding opportunity for someone with 2-4 years of tax experience who is looking to transition to personal financial planning
Work closely with a mentor to perform tax and retirement planning, investment allocation, cash flow analysis, and projections for acquisitions
With an intended path to quick promotion, this individual should be comfortable working directly with clients
Competitive compensation package (extremely lucrative career path) and benefits including 401(k) matching
Collaborative team, with a great work life balance (40-45 hours per week on average), fun office culture and events including yearly trips, and significant opportunity for advancement in title and pay
Numbers & Facts
Location
Plano, TX
Skills
Cash Flow Projectionunmatched
Financial Planningunmatched
Mentoringunmatched
Retirement Planningunmatched
Tax Planningunmatched
Wealth Managementunmatched
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