Cash Flow Projection, Financial Planning, Mentoring, Retirement Planning, Tax Planning, Wealth Management
Financial Planner (looking for Tax background) Wealth Management Firm North Dallas (#104796)
- Outstanding opportunity for someone with 1-2+ 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) including flex-time in the Summer, fun office culture and events including yearly trips, and significant opportunity for advancement in title and pay