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Financial Planning Associate

Location : Plano, TX
Job Type : Direct
Hours : Full Time
Required Years of Experience : 2-5 years
Required Education : 4 year degree
Travel : No
Relocation : No
Job Industry : Accounting - Finance
Job Category : Financial Services

Job Description :

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Required Qualifications :

Bachelor’s degree, preferably in financial planning, accounting or finance. 2-5 years of experience. Fundamental knowledge and experience with comprehensive financial planning topics, including risk management, estate/gift planning, tax planning and retirement planning. Designations demonstrating such knowledge are preferred, including CFP®, CPA/PFS, CFA. In the long run, obtaining CFP® designation will be required.

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