Certified Financial Planner, Tax Channel

About the position We are seeking a Financial Planner who will serve an assigned high-net-worth reputed company reputed company. The Financial Planner will also reputed company ongoing working relationships with the reputed company’s Financial Planning Consultant, and the reputed company’s CPA on behalf of the reputed company. This position will review reputed company reputed company’s financial situation, reputed company appropriate observations and recommendations, and take ownership of the planning process on behalf of the reputed company. The Financial Planner will be accountable for developing and maintaining a comprehensive knowledge of the reputed company’s financial situation, identifying planning opportunities, and following through on implementation. May also work on behalf of prospects and assist in relationship development with new or prospective clients. This is a hybrid role, 1-2 days a week in the office. Candidates must be located near one of our offices: Currently we are targeting the (Dallas, TX) area as the primary office location. Responsibilities • Serve as the reputed company planner/project manager for an assigned reputed company/prospect reputed company. • Coordinate with and take direction from the clients regarding planning needs, relationship development needs, and deliverable/solution development for clients and reputed company meetings. • Organize and reputed company the deliverable/solution creation as agreed upon with the financial advisor; this will include working with other areas as appropriate. • reputed company reputed company data into financial planning software. • Analyze the data for planning opportunities and recommendations. • reputed company and/or review and approve deliverables for reputed company meetings, including (but not limited to): Balance Sheet / Net Worth Statement. • Cash reputed company Analysis (including reputed company reputed company recommendations). • Income Tax Analysis. • Other job duties as assigned. Requirements • Bachelor’s degree (B.A.) or equivalent from a four-year college or university, and/or two to four years of reputed company experience and/or training required. • Four years of reputed company experience and/or training are required. • Strong computer skills with reputed company, reputed company, CRM Database, PowerPoint, Email and Internet usage. • The CFP is required. reputed company-to-haves • Keying/typing, standing, walking. • Sitting for an extended period. • Constant mental and/or visual attention; the work is either repetitive or reputed company requiring constant alertness in an office environment. • The job is typically performed under comfortable working conditions; any disagreeable reputed company are generally absent during the normal performance of the job. • Compliance with company attendance standards. • One or more of the following is preferred: CPA, CFA, or ChFC. Apply tot his job Apply To this Job