Hybrid Associate Financial Planner: Client-Focused Path

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

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