Cain Watters & Associates · 2 days ago
Associate Financial Planner
Frisco, TX
Full-time
Hybrid
Entry Level
$65K/yr - $120K/yr
2+ years expCain Watters & Associates is a financial services firm seeking an Associate Financial Planner to support the Planning Team in managing client relationships and implementing financial plans. The role involves preparing client files, assisting with planning opportunities, responding to client inquiries, and conducting financial analysis and tax planning.
Financial Services
Responsibilities
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
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 annual objectives of each client
Correspond with internal departments as well as outside vendors to assist the client in 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
Qualification
Required
A Bachelor's degree or higher in Accounting or Tax required
A CPA/CPA Candidate (Certified Public Accountant), CFP/CFP Candidate (Certified Financial Planner), or CFA/CFA Candidate (Certified Financial Analyst) required
Strong communication, interpersonal and organizational skills
Proficiency in Microsoft Office with an emphasis in MS Excel
Preferred
2+ years of experience in public accounting or its equivalent preferred
Benefits
Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance
Dental & Vision Insurance
Unlimited PTO
Firm-Paid Holidays, Including an Extended Winter Break
Safe Harbor 401k Plan
Generous Employer HSA Contributions
Employer Paid Professional Dues, Licenses/Renewals
Continuing Education Resources
Family Planning Assistance Program and Paid Parental Leave
Company
Cain Watters & Associates
Cain Watters & Associates is a financial planning service provider based in Texas.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Erwin, CPA
Chief Financial Officer
Brian Bortz
Financial Planner / Partner
Recent News
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