Location
Plano, Texas, United States
Posted
June 07, 2026
Job Description
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
- Collab...