Associate Financial Planner
Associate Financial Planner
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USD 60000 - 110000
1 Vacancy
Job Description
Job description
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 clients 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 clients 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 yearend tax projections
Responsibilities & Duties
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 clients 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 Specialists training and onboarding needs on an asneeded basis
Review the Data Input Specialists work for accuracy
This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Job requirements
Education & Experience
A Bachelors 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
Travel
No travel is required.
Work Environment
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers phones photocopiers filing cabinets and fax machines.
Physical Demands
This is a largely sedentary role; however some filing may be required. This would require the ability to lift files open filing cabinets and bend or stand as necessary.
Position Type & Expected Hours of Work
This is a fulltime exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. although additional hours may be required in order to complete work timely and accurately. Some flexibility in hours is allowed based on managements approval. Regular inoffice presence may be required for the first 6 months or until proficiency in the role is demonstrated. Once training is completed this is a hybrid role that allows for remote flexibility with an inoffice presence at least 3 days per week (typically Monday Thursday and Friday) or as business need dictates.
Job Compensation & Benefits
Through our competitive compensation and benefits program we seek to attract retain and motivate a highperforming and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors including but not limited the size of our Firm our financial position the industry business objectives market salary information benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work with allowable pay differences based on factors not prohibited by law) and unique circumstances of the Firm that are subject to change.
Compensation
Minimum: $60000 Maximum: $110000
Benefits
Competitive Salary
Employer Paid Medical ShortTerm Disability Accident Life and AD&D Insurance
Dental & Vision Insurance
Unlimited PTO
FirmPaid 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
CWA has consistently been recognized from rating services and publications such as:
INSIDE Public Accounting Top 100 Firms
Top Workplaces Financial Services 2024
Top Workplaces Culture Excellence 2024
Accounting Today Top Firm by AUM 2024
USA Today Top Workplaces
Accounting Today Top 100 Firms
Forbes Americas Best Tax & Accounting Firms
INSIDE Public Accounting Top 100 Fastest Growing Firms 2022
Dallas Morning News Top Workplace
Accounting Today Beyond Top 100: Firms to Watch 2020
Accounting Today Regional Leaders Top Firms
INSIDE Public Accounting Beyond the Top
INSIDE Public Accounting Top 200 Firms
Dallas Business Journal Top Accounting Firms 2018
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Your application has been successfully submitted!
Required Experience:
IC
Employment Type
Full-Time
