ParaPlanner - Unity Search Group
Plano, TX 75024
About the Job
Para Financial Planner Wealth Management Firm North Dallas
- Outstanding opportunity for someone with 1-2 years of tax experience who is looking to transition to personal financial planning
- Work closely with a mentor to perform tax and retirement planning, investment allocation, cash flow analysis, and projections for acquisitions
- With an intended path to quick promotion, this individual should be comfortable working directly with clients
- Competitive compensation package and benefits including 401(k) matching
- Collaborative team, with a great work life balance (40-45 hours per week on average) including flex-time in the Summer, fun office culture and events including yearly trips, and significant opportunity for advancement in title and pay
Selling Points:
- Great work-life balance 40-45 hour weeks on average
- Flex-time in July/August - 4 day work weeks where you can work 40 hours in 4 days If you want
- Flexibility as needed
- Very low turnover
- Get exposed to a wide variety of things and learn a lot
- Great team, collaborative and supportive culture - very nice people that are team players
- Encourages growth and development ability to be promoted quickly
- Can be extremely lucrative career path
- CPA reimbursement
- 401 (k) match and health, dental, and vision benefits
- Partners are big on ideas being heard innovation award each year
- Fun company events including happy hours, fantasy football draft, march madness tournament, and year end trip to Vegas!
- The break room has ping pong, shuffleboard, and foosball. Also have a theater room where they watch the office together around lunch time and access to private gym on-site
- This is not a sales position
Source : Unity Search Group