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. Work closely with a mentor to perform tax and retirement planning, investment allocation, cash flow analysis, and projections for acquisitions.

    Numbers & Facts

    LocationPlano, TX

    Description

    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

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