Job Description
Description
We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive financial planning services to clients, including tax planning, investment analysis, and retirement strategy optimization. You will work closely with the Financial Planner and other team members to ensure seamless client support and accurate financial reporting.
Responsibilities:
• Prepare and update client consultation files in collaboration with the Data Input Specialist for annual meetings.
• Support the Financial Planner in identifying and implementing tailored planning opportunities for clients.
• Assist clients and the Financial Planner in executing financial strategies and recommendations throughout the year.
• Conduct reviews of annual income tax returns and develop accurate year-end tax projections.
• Perform financial analysis and tax planning for clients' busi...
We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive financial planning services to clients, including tax planning, investment analysis, and retirement strategy optimization. You will work closely with the Financial Planner and other team members to ensure seamless client support and accurate financial reporting.
Responsibilities:
• Prepare and update client consultation files in collaboration with the Data Input Specialist for annual meetings.
• Support the Financial Planner in identifying and implementing tailored planning opportunities for clients.
• Assist clients and the Financial Planner in executing financial strategies and recommendations throughout the year.
• Conduct reviews of annual income tax returns and develop accurate year-end tax projections.
• Perform financial analysis and tax planning for clients' busi...