Associate Planner

Moss, Luse & Womble; United States; On-site; USD 60,000 - 90,000; Full time

Job summary

Moss, Luse & Womble specializes in delivering customized financial planning and accounting services for dental professionals across the United States. We seek an Associate Financial Planner who can work directly with clients, assist senior planners, and grow quickly within the firm.

The role involves tax preparation, wealth management support, and training with senior planners to develop skills in cash flow analysis, investment allocation, and estate planning while maintaining strong client

Qualifications

• A minimum of 2-3 years of experience in personal and/or business tax preparation.
• Prior experience in personal financial planning/wealth management preferred.
• Bookkeeping experience a plus.
• Master's degree a plus, but not required.
• Strong organizational and time-management skills, including attention to detail and the ability to handle multiple client projects.
• Strong verbal and written communication skills and the ability to collaborate effectively with team members and clients.

Responsibilities

• Assist Senior Financial Planners in preparing for annual client consultations and monitoring calls
• Prepare and/or review personal and small business tax returns
• Participate in training modules and mentorship with Senior Planner
• Advise in the areas of cash flow analysis, investment allocation, tax planning, retirement planning, pension planning, insurance planning, education planning and estate planning
• Prepare and reconcile some clients' accounting records on a monthly basis
• Research and respond to client questions when senior planners are in consult or unavailable
• Communicate directly with clients and help foster positive relationships between clients and our firm
• Learn the processes and philosophies of our firm in order to prepare yourself to meet with clients in the future

Skills

Organizational skills

Communication skills

Time management

Education

Master's degree (plus)

Job description

Company Description: Moss, Luse & Womble specializes in delivering customized financial planning and accounting services tailored specifically to dental professionals across the United States. Clients rely on the firm's expertise to manage complex financial and accounting needs so they can focus on patient care. The firm fosters long-term relationships with dental professionals who seek specialized guidance for their financial future.

Role Description: We are seeking a motivated candidate to fill the role of Associate Financial Planner in our rapidly growing firm. This is an outstanding opportunity for a tax accountant looking to transition to personal financial planning or for an experienced financial planner. With an intended path to quick promotion, this individual should be comfortable working directly with clients. This is not a sales position.

Job Responsibilities will Include:

• Assist Senior Financial Planners in preparing for annual client consultations and monitoring calls
• Prepare and/or review personal and small business tax returns
• Participate in training modules and mentorship with Senior Planner
• Advise in the areas of cash flow analysis, investment allocation, tax planning, retirement planning, pension planning, insurance planning, education planning and estate planning
• Prepare and reconcile some clients' accounting records on a monthly basis
• Research and respond to client questions when senior planners are in consult or unavailable
• Communicate directly with clients and help foster positive relationships between clients and our firm
• Learn the processes and philosophies of our firm in order to prepare yourself to meet with clients in the future

Qualifications

• A minimum of 2-3 years of experience in personal and/or business tax preparation
• Prior experience in personal financial planning/wealth management preferred
• Bookkeeping experience a plus
• Master's degree a plus, but not required
• Strong organizational and time-management skills, including attention to detail and the ability to handle multiple client projects
• Strong verbal and written communication skills and the ability to collaborate effectively with team members and clients