The Well
Now Hiring: Sr Financial Planning Associate | $100k - $115K base + bonus + benefits
On behalf of our client, one of the nations fastest-growing RIAs, were seeking a
Sr Financial Planning Associate
to join their expanding team in
Dallas, TX (other locations considered include Greenwood Village or Colorado Springs, CO, Spokane, WA, Newtown, PA, and several other offices across the US)
Why Join? Award-winning culture
Recognized as a top RIA firm Rapid growth & stability
64 offices nationwide, 400+ employees, and consistently named to the
Inc. 5000 list Client-first approach
Deliver comprehensive financial planning and build deep, lasting client relationships Career development
A servant-leadership culture that invests in your long-term success
What Youll Do Generate specific
planning recommendations and next steps
that advisors and clients can use while designing financial plans or evaluating the plans designed by Paraplanning Associates Projects will include the transition support of client data from alternative planning tech tools to the
eMoney
license Provide advanced planning support across
retirement income planning, tax planning, estate/legacy planning, insurance planning, and education planning,
for advisors who are working to illustrate planning techniques to clients. Support advisors who need tech tool assistance such as making or amending connections, sharing client profiles with supporting staff, or amending advisor ownership of clients within the tools. Financial planning content creation for website and social media
What You Bring Extensive experience in income tax planning or estate planning experience eMoney experience (certification a big plus)
required Active Series 65/66 license and CFP designation 5+ years of plan design, including advisor support Strong financial planning expertise and
exceptional communication skills Investment industry experience including SIE, Series 7, and Series 66 licenses. Ability to earn such licenses encouraged
Compensation & Benefits $100K$115K base + bonus Comprehensive health, dental, and vision insurance (health paid 100% by employer) 401(k) with company match PTO + paid holidays On-site in locations listed above
with hybrid flexibility after 6 months ASAP hire
If youre ready to grow with an award-winning firm and make a lasting impact on clients financial futures, lets connect!
Sr Financial Planning Associate
to join their expanding team in
Dallas, TX (other locations considered include Greenwood Village or Colorado Springs, CO, Spokane, WA, Newtown, PA, and several other offices across the US)
Why Join? Award-winning culture
Recognized as a top RIA firm Rapid growth & stability
64 offices nationwide, 400+ employees, and consistently named to the
Inc. 5000 list Client-first approach
Deliver comprehensive financial planning and build deep, lasting client relationships Career development
A servant-leadership culture that invests in your long-term success
What Youll Do Generate specific
planning recommendations and next steps
that advisors and clients can use while designing financial plans or evaluating the plans designed by Paraplanning Associates Projects will include the transition support of client data from alternative planning tech tools to the
eMoney
license Provide advanced planning support across
retirement income planning, tax planning, estate/legacy planning, insurance planning, and education planning,
for advisors who are working to illustrate planning techniques to clients. Support advisors who need tech tool assistance such as making or amending connections, sharing client profiles with supporting staff, or amending advisor ownership of clients within the tools. Financial planning content creation for website and social media
What You Bring Extensive experience in income tax planning or estate planning experience eMoney experience (certification a big plus)
required Active Series 65/66 license and CFP designation 5+ years of plan design, including advisor support Strong financial planning expertise and
exceptional communication skills Investment industry experience including SIE, Series 7, and Series 66 licenses. Ability to earn such licenses encouraged
Compensation & Benefits $100K$115K base + bonus Comprehensive health, dental, and vision insurance (health paid 100% by employer) 401(k) with company match PTO + paid holidays On-site in locations listed above
with hybrid flexibility after 6 months ASAP hire
If youre ready to grow with an award-winning firm and make a lasting impact on clients financial futures, lets connect!