Associate Financial Planner

Cain Watters & Associates, LLC•Frisco, TX

1d•$65,000 - $120,000•Hybrid

About The Position

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.

Requirements

A Bachelor’s degree or higher in Accounting or Tax 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

Nice To Haves

2+ years of experience in public accounting or its equivalent preferred

Responsibilities

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