Experienced Associate Planner (Manager level) Wealth Management Firm North Dallas - 1 day remote
Outstanding opportunity for someone with 5+ years of tax experience who is looking to transition to personal financial planning
Perform tax and retirement planning, investment allocation, cash flow analysis, and projections for acquisitions
With an intended path to quick promotion (6 12 months), this individual should be comfortable working directly with clients
VERY lucrative compensation package and benefits including 401(k) matching
Collaborative team, with a great work life balance (40-45 hours per week on average) including flex-time in the Summer, fun office culture and events including yearly trips, and significant opportunity for advancement in title and pay
Selling Points:
Quick promotion path promoted to Senior Planner within 6 - 12 months
Great work-life balance 40-45 hour weeks on average
Flex-time in July/August - 4 day work weeks where you can work 40 hours in 4 days If you want
1 day remote + additional flexibility as needed
Very low turnover
Get exposed to a wide variety of things and learn a lot
Great team, collaborative and supportive culture - very nice people that are team players
Encourages growth and development ability to be promoted quickly
Is an extremely lucrative career path
CPA reimbursement
401 (k) match and health, dental, and vision benefits
Partners are big on ideas being heard innovation award each year
Fun company events including happy hours, fantasy football draft, march madness tournament, and year end trip to Vegas!!
The break room has ping pong, shuffleboard, and foosball. Also have a theater room where they watch the office together around lunch time and access to private gym on-site