Financial Planning Associate
Location: Plano, Texas
Description: New Planner Recruiting is looking of Financial Planning Associate right now, this job will be ordered in Texas. Further informations about this job opportunity kindly see the descriptions.
FEE-ONLY RIA. TEAM OF TWENTY-FIVE. Founded in 1992, our team serves as fiduciaries and offers high-touch, personalized financial planning and wealth management for individuals and families. Currently manage $1.3 Billion AUM.
RESPONSIBILITIES WE’LL TRUST YOU WI TH
Develop, implement and monitor financial planning strategies for clients. Coordinate projects with clients and their attorneys, bankers, CPAs, insurance advisors and other external experts. Prepare financial analyses and research for various personal wealth management issues; including but not limited to retirement planning, investments, estate planning, tax planning, debt management and insurance. Prepare financial reports and presentation for clients. Communicate with advisors and other professionals. Prepare for client review meetings.
QUALIFICATIONS
Bachelor’s degree, preferably in financial planning, accounting or finance. 2-5 years of experience. Fundamental knowledge and experience with comprehensive financial planning topics, including risk management, estate/gift planning, tax planning and retirement planning. Designations demonstrating such knowledge are preferred, including CFP®, CPA/PFS, CFA. In the long run, obtaining CFP® designation wi ll be required.
THE PERKS
Our employees are our most valuable asset. That’s why we are committed to a comprehensive employee benefit program that helps our employees stay healthy, feel secure, and maintain a work/life balance. Competitive Salary & Bonus. Medical/Dental/Life/Disability insurance offered. Self-directed 401(k) with employer contribution. Paid Time Off and Volunteer Time Off.
Job Type: Full-time
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This job will be started on: Sun, 06 May 2018 15:34:49 GMT