Paraplanner
Unity Search Group
Financial Planner (looking for Tax background) – Wealth Management Firm – North Dallas (#104796) Outstanding opportunity for someone with 1-2+ years of tax experience who is looking to transition to personal financial planning Work closely with a mentor to perform tax and retirement planning, investment allocation, cash flow analysis, and projections for acquisitions With an intended path to quick promotion, this individual should be comfortable working directly with clients Competitive compensation package ( extremely lucrative career path ) and benefits including 401(k) matching Collaborative team, with a great work life balance (40-45 hours per week on average) including flex-time in the Summer, fun office culture and events including yearly trips, and significant opportunity for advancement in title and pay #J-18808-Ljbffr
Vacancy posted 3 days ago
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