Certified Financial Planner, Tax Channel
Cnect
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Texas • United States
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Salary
💰 $90,000 - $110,000 per year
About the role
- Serve as the lead planner/project manager for an assigned client/prospect base.
- Coordinate with and take direction from the clients regarding planning needs, relationship development needs, and deliverable/solution development for clients and client meetings.
- Organize and lead the deliverable/solution creation as agreed upon with the financial advisor; this will include working with other areas as appropriate.
- Enter client data into financial planning software.
- Analyze the data for planning opportunities and recommendations.
- Develop and/or review and approve deliverables for client meetings, including (but not limited to): Balance Sheet / Net Worth Statement, Cash Flow Analysis (including social security recommendations), Income Tax Analysis, Other job duties as assigned.
Requirements
- Bachelor’s degree (B.A.) or equivalent from a four-year college or university
- Two to four years of related experience and/or training required
- Four years of related experience and/or training are required.
- Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email and Internet usage
- The CFP is required.
- One or more of the following is preferred: CPA, CFA, or ChFC.
Benefits
- Competitive incentive-based bonus
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningdata analysisdeliverable creationbalance sheet analysiscash flow analysisincome tax analysis
Soft Skills
project managementrelationship developmentorganizationleadershipcommunication
Certifications
CFPCPACFAChFC