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Financial Planner CPA/CFP


estaffing Inc


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

Responsibilities and Duties

Must haves Questions


Job tags

Permanent employmentFull time


Salary

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