Tax-Savvy Financial Planner | Wealth Management
Unity Search Group
Unity Search Group in Plano, Texas, is recruiting a Financial Planner with a strong tax background to join a Wealth Management Firm. This position offers a unique opportunity to transition into personal financial planning while working closely with a mentor. The role involves tax and retirement planning, investment allocation, and cash flow analysis, with a competitive compensation package and benefits, including 401(k) matching. Join a collaborative team that promotes a great work-life balance and significant advancement opportunities! #J-18808-Ljbffr Unity Search Group
Vacancy posted 4 days ago
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