Fontana Financial Planning · 2 days ago
Financial Planning Associate
Dallas, TX
Full-time
Onsite
Entry Level
1+ years expFontana Financial Planning is a client-focused financial planning firm seeking an Associate Financial Planner. This role supports senior advisors in delivering comprehensive financial plans and is ideal for someone early in their financial planning career, eager to grow into a lead advisory position over time.
Financial Services
Responsibilities
Assist in the preparation and implementation of comprehensive financial plans (retirement, investment, tax, insurance, estate, and cash flow planning)
Review tax returns and estate plans in coordination with the overall financial planning objectives
Gather, organize, and analyze client financial data
Prepare client meeting materials, financial projections, and plan summaries
Participate in client meetings, take notes, and follow up on action items
Implement financial planning objectives and action items in coordination with strategy sessions
Conduct research on investment options, planning strategies, and financial products
Support portfolio reviews and rebalancing activities as needed
Coordinate with custodians, product providers, and internal team members
Ensure accuracy, compliance, and timely documentation of client records
Qualification
Required
Bachelor's degree in Finance, Economics, Business, or a related field
1–3 years of experience in financial planning, wealth management, or a related role
Strong analytical, organizational, and communication skills
High attention to detail and ability to manage multiple priorities
Proficiency with financial planning software and Microsoft Excel (e.g., eMoney, MoneyGuide, RightCapital—depending on firm)
Preferred
Progress toward CFP® certification (preferred or required within a defined timeframe)
Client-first mindset with a collaborative attitude
Curiosity and eagerness to learn and grow as an advisor
Professionalism, integrity, and discretion with sensitive information
Company
Fontana Financial Planning
Fontana Financial Planning - Simplifying Your Financial Success.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Patrick Fontana, CFP®
Founder
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