Associate Planner
Unity SearchPlano, TX11 days ago
Job type
- Full-time
Job descriptionGreat work-life balance – 40-45 hour weeks on average Flex-time in July / August - 4 day work weeks where you can work 40 hours in 4 days If you want 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
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) including flex-time in the Summer, fun office culture and events including yearly trips, and significant opportunity for advancement in title and pay
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Associate Planner • Plano, TX