Remote Wealth Planner & Fiduciary Advisor

Cain Watters & Associates; Frisco (TX); Sur place; USD 90 000 - 140 000; Plein temps

Avantages offerts par ce poste

Heavily subsidized medical insurance

Generous employer HSA contributions

100% employer-paid disability and life

Dental and Vision plans

Unlimited PTO

401k and continuing education

Résumé du poste

Cain Watters & Associates is seeking a Financial Planner to deliver goal-based financial planning and comprehensive wealth management for clients. You will serve as a primary advisor, integrating planning, investment, tax strategy, business planning, and retirement considerations while upholding fiduciary standards.

Travel to firm events is required. The role involves coordinating with tax and accounting teams and maintaining high-quality client relationships, with a focus on long-term wealth

Qualifications

• Bachelor’s degree or higher in Accounting, Tax, Finance, or related field.
• CPA, CFP or CFA license in good standing.
• RIA experience preferred.
• Deep expertise in comprehensive financial planning, investment management, and tax-aware wealth strategies preferred.
• Exceptional communication skills, with the ability to translate complex financial concepts into clear guidance.
• Demonstrated service-oriented approach to client relationships with a high-quality, personalized experience.

Responsabilités

• Develop and maintain comprehensive, goal-based financial plans aligning with clients' objectives.
• Serve as a trusted advisor delivering proactive financial, investment, and planning guidance.
• Review and oversee client investment portfolios with asset allocation and performance monitoring.
• Integrate planning with tax strategy, business advisory insights, estate and retirement planning.
• Maintain high-touch client relationships through regular meetings and personalized advice.
• Ensure planning activities align with fiduciary standards and regulatory requirements.
• Collaborate with tax, accounting, investment, and practice transition teams for integrated solutions.
• Support client retention and organic growth via exceptional service.

Formation

Bachelor’s degree or higher in Accounting, Tax, Finance, or related field

CPA, CFP or CFA license in good standing

Registered Investment Advisor (RIA) experience preferred

Description du poste

Cain Watters & Associates is seeking a Financial Planner to deliver goal-based financial planning and comprehensive wealth management for clients. You will serve as a primary advisor, integrating planning, investment, tax strategy, business planning, and retirement considerations while upholding fiduciary standards.

Travel to firm events is required. The role involves coordinating with tax and accounting teams and maintaining high-quality client relationships, with a focus on long-term wealth