Experienced Associate Planner

Experienced Financial Planner (looking for Tax background) - Wealth Management Firm - North Dallas (#106710)
 

• Outstanding opportunity for someone with 5+ 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