Associate Financial Planner
Cain Watters & AssociatesFrisco, Texas, United States
Posted December 13, 2024
65000 - 120000 USD year
Full Time
About the Company
Cain Watters & Associates is a leading accounting firm committed to upholding the principles of the Equal Pay and Opportunity Act.
Job Description
The Associate Financial Planner is responsible for supporting the Planning Team with client relationships and financial plan implementation, including data management, financial analysis, and tax planning.
Requirements
- Bachelor's degree or higher in Accounting or Tax
- CPA/CPA Candidate, CFP/CFP Candidate, or CFA/CFA Candidate
- 2+ years of experience in public accounting or equivalent
- Strong communication, interpersonal, and organizational skills
- Proficiency in Microsoft Office with emphasis in MS Excel
Benefits
- Competitive Salary
- Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance
- Dental & Vision Insurance
- Unlimited PTO
- Firm-Paid Holidays
- Safe Harbor 401k Plan
- Generous Employer HSA Contributions
- Employer Paid Professional Dues, Licenses/Renewals
- Continuing Education Resources
- Family Planning Assistance Program
- Paid Parental Leave
