Associate Financial Planner

Connect Search, LLC; Frisco (TX); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Disability insurance

Dental insurance

Vision insurance

Unlimited PTO

Holiday pay

401(k) plan

Professional dues paid

Continuing education

Parental leave

Job summary

Connect Search, LLC is seeking an Associate Financial Planner to support the Planning Team with client relationships and implementation of the client’s financial plan, coordinating both internal and external workflows. Reporting to Financial Planners and Partners, you will prepare consult files, assist with planning opportunities, and respond to client inquiries.

The role includes tax return reviews and year-end projections, with a hybrid schedule that starts in-office and evolves toward remote

Qualifications

• Bachelor's degree or higher in Accounting or Tax is required.
• CPA or CPA candidate with at least one course completed is required.
• 1-3+ years of experience in public accounting or its equivalent preferred.
• Strong communication, interpersonal and organizational skills.
• Proficiency in Microsoft Office with an emphasis on Excel.

Responsibilities

• Financial analysis and tax planning for each business unit that the client owns.
• Participation with the Financial Planner during annual client meetings.
• Reconciliation of each client’s current investment asset allocation.
• Retirement plan analysis and optimization based on annual objectives of each client.
• Correspond with internal departments as well as outside vendors to assist the client in implementation of their financial plan.
• Assist with the Data Input Specialist’s training and onboarding needs on an as-needed basis.
• Review the Data Input Specialist’s work for accuracy.

Skills

Strong communication

Interpersonal skills

Organizational skills

Education

Bachelor's degree in Accounting or Tax

CPA/CPA Candidate with at least 1 course

Tools

Microsoft Excel

Job description

• Will help with client prep and in office consultation.
• Will work with 50+ clients / multi-client experience is KEY
• Level 1-3 then promote to Financial Planner (3-5 year path)
• Hybrid - M, Th, F in office (1st year can probably expect to be in office 5 days most weeks)

Summary/Objective

Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client's financial plan, which include management of both internal and external workflows.

Essential Functions

• In conjunction with the Data Input Specialist, prepare and update all consult files for each client’s annual meeting
• Assist the Financial Planner with planning opportunities for the client
• Assist the Financial Planner and client on implementation items from consult or as needed throughout the year
• Promptly respond to client questions through email and phone calls
• Review of annual income tax returns and complete year-end tax projections

Responsibilities & Duties

• Financial analysis and tax planning for each business unit that the client owns
• Participation with the Financial Planner during annual client meetings
• Reconciliation of each client’s current investment asset allocation
• Retirement plan analysis and optimization based on annual objectives of each client
• Correspond with internal departments as well as outside vendors to assist the client in implementation of their financial plan
• Assist with the Data Input Specialist’s training and onboarding needs on an as-needed basis
• Review the Data Input Specialist’s work for accuracy

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Job requirements

Education & Experience

• A Bachelor's degree or higher in Accounting or Tax required
• A CPA/CPA Candidate REQUIRED - MUST HAVE at least 1 course completed as a CPA candidate
• 1-3+ years of experience in public accounting or its equivalent preferred
• Strong communication, interpersonal and organizational skills
• Proficiency in Microsoft Office with an emphasis in MS Excel

Travel

No travel is required.

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Position Type & Expected Hours of Work

This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m., although additional hours may be required in order to complete work timely and accurately. Some flexibility in hours is allowed based on management’s approval. Regular in-office presence may be required for the first 6 months or until proficiency in the role is demonstrated. Once training is completed, this is a hybrid role that allows for remote flexibility with an in-office presence at least 3 days per week (typically Monday, Thursday, and Friday) or as business need dictates.

Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

• Heavily subsidized medical insurance options
• 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
• Dental and Vision plans
• Unlimited PTO
• Organization-paid holidays, including an extended Winter Break
• Safe Harbor 401k Plan
• Employer-paid professional dues, licenses, and renewals
• Continuing Education resources
• Family Planning Assistance Program and Paid Parental Leave