Financial Planner CPA/CFP
Location
Frisco, TX | United States
Job description
Job Title- CPA/CPF Financial Planner /FPA
Location- Frisco, TX
Type- Full Time/Permanent
Reporting Type- Onsite/ Hybrid, 4-5 days in office depending on season
Summary/Objective
Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client's financial plan, which includes management of both internal and external workflows.
Essential Functions
- In conjunction with the Data Input Specialist, prepare and update all consult files for each client's annual meeting
- Assist the Financial Planner with planning opportunities for the client
- Assist the Financial Planner and client on implementation items from consult or as needed throughout the year
- Promptly respond to client questions through email and phone calls
- Review of annual income tax returns and complete year-end tax projections
Responsibilities and Duties
- 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 the annual objectives of each client
- Correspond with internal departments as well as outside vendors to assist the client in the 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
Must haves Questions
- A Bachelor's degree or higher in Accounting, Tax, or Finance required
- A CPA, CFP, or CPA or CFP candidate required (Minimum of 3 exams passed)
- 2+ years of experience in public accounting or its equivalent preferred
- Strong communication, interpersonal, and organizational skills
- Proficiency in Microsoft Office with an emphasis on MS Excel
- Must be comfortable being client-facing
- Able to work hybrid in the Frisco, TX office. Hybrid is 4-5 days in office depending on season.
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