Associate Financial Planner
Job details
Summary/Objective Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client’s financial plan, which include management of both internal and external workflows. Essential Functions
- In conjunction with the Data Input Specialist, prepare and update all consult files for each client’s annual meeting
- Assist the Financial Planner with planning opportunities for the client
- Assist the Financial Planner and client on implementation items from consult or as needed throughout the year
- Promptly respond to client questions through email and phone calls
- Review of annual income tax returns and complete year-end tax projections
- Financial analysis and tax planning for each business unit that the client owns
- Participation with the Financial Planner during annual client meetings
- Reconciliation of each client’s current investment asset allocation
- Retirement plan analysis and optimization based on annual objectives of each client
- Correspond with internal departments as well as outside vendors to assist the client in implementation of their financial plan
- Assist with the Data Input Specialist’s training and onboarding needs on an as-needed basis
- Review the Data Input Specialist’s work for accuracy
- A Bachelor’s degree or higher in Accounting, Tax, or Finance required
- A CPA/CPA Candidate (Certified Public Accountant), CFP/CFP Candidate (Certified Financial Planner), or CFA/CFA Candidate (Certified Financial Analyst)required
- 2+ years of experience in public accounting or its equivalent preferred
- Strong communication, interpersonal and organizational skills
- Proficiency in Microsoft Office with an emphasis in MS Excel
- Competitive Salary
- Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance
- Dental & Vision Insurance
- Unlimited PTO
- Firm-Paid Holidays, Including an Extended Winter Break
- Safe Harbor 401k Plan
- Generous Employer HSA Contributions
- Employer Paid Professional Dues, Licenses/Renewals
- Continuing Education Resources
- Family Planning Assistance Program and Paid Parental Leave
- USA Today – Top Workplaces (2024)
- Monster – Top Remote Workplaces (2024)
- Accounting Today – Beyond Top 100: Firms to Watch (2024, 2023, 2020)
- Accounting Today - Top 100 Firms (2022, 2023)
- Forbes - America's Best Tax & Accounting Firms (2022, 2023)
- INSIDE Public Accounting - Top 100 Firms (2022, 2023)
- INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
- Dallas Morning News - Top Workplace (2022, 2023)
- Accounting Today - Beyond Top 100: Firms to Watch (2020)
- Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
- INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
- INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
- Dallas Business Journal - Top Accounting Firms (2018)
- Dallas Business Journal - Largest North Texas Accounting Firms (2011, 2012, 2013, 2014, 2015)
- Dallas Business Journal - Top Ranked North Texas Wealth Management Firms (2011, 2012, 2013, 2014, 2015)
Apply safely
To stay safe in your job search, information on common scams and to get free expert advice, we recommend that you visit SAFERjobs, a non-profit, joint industry and law enforcement organization working to combat job scams.