Associate Financial Planner, Tax Channel

Cnect

Associate Financial Planner collaborating with CPA firms for financial planning services. Focusing on client relationships and business development in the Dallas area.

Posted 5/21/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $80,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

Build and maintain deep relationships and rapport with affiliate CPA firms.
Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.
Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients.
Develop Investment Policy Statements with CPAs and clients, and determine client needs and appropriate solutions.
Coordinate paperwork with the support of the Financial Service Assistant to open new accounts.
Meet with clients and CPAs as needed to present proposed solutions, complete paperwork, and follow through on processes.
Provide reports to clients, CPAs, and CFG in a timely and accurate manner.
Develop profitable new business relationships through client reviews, with a focus on gathering assets under management and selling appropriate insurance products.
Initiate proactive calls daily, to prospects, and existing clients to initiate new business development and grow assets under management.
Provide analysis to company CPAs on investment, insurance, and annuity products as needed.
Provide effective communication of financial concepts to clients and make recommendations.
Maintain knowledge of industry developments and changes.
Conduct workshops for clients as prospecting and servicing tools.
Work toward continuous quality improvement.
Stay current with changing technology, including software and financial programs.
Uphold, support, and promote all company policies and procedures.

Requirements

What you’ll need

Bachelor’s degree (B.A.) from a four-year college or university.
Minimum of two years of related experience and/or training.
Experience with MS Excel and Word, and the internet, required.
Experience with a financial planning software program(s) preferred.
Preferred: CFP certification.
Preferred: Some knowledge or understanding of Accounting/ CPA Firm operations, Insurance licenses, including Life, Health, and Long-term Care in some states.
Completion of ongoing Continuing Education credits.
A valid Driver’s License is required.

Benefits

Comp & perks

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial planninginvestment analysisclient relationship managementbusiness developmentinsurance product knowledgeaccount managementreportinglead generationpolicy statement developmentquality improvement

Soft Skills

communicationinterpersonal skillsinfluencingpresentation skillsorganizational skillsproactive approachcollaborationproblem-solvingclient serviceworkshop facilitation

Certifications

Bachelor's degreeCFP certificationInsurance licensesContinuing Education creditsDriver's License