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Associate Planner

Unity Search Group

  • Plano, TX
  • 30+ days ago

    Highlights

    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. Associate Planner – Wealth Management Firm – North Dallas - 1 day remote Outstanding opportunity for someone with 2-3+ years of tax experience who is looking to transition to personal financial planning.

    Numbers & Facts

    LocationPlano, TX

    Description

    Associate Planner – Wealth Management Firm – North Dallas - 1 day remote
    • Outstanding opportunity for someone with 2-3+ 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 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

    Selling Points:
    • Great work-life balance – 40-45 hour weeks on average
    • 1 day remote + 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
    • Can be 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
    • This is not a sales position

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