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Unity Search Group
Associate PlannerUnity Search Group • Plano, TX, US
Associate Planner

Associate Planner

Unity Search Group • Plano, TX, US
30+ days ago
Salary
$40.00 hourly
Job type
  • Permanent
  • Quick Apply
Job description
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

Selling Points:
  • Great 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
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Associate Planner • Plano, TX, US

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