Associate Planner

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