Associate Financial Planner works directly with the Financial Planning Team and Financial Planning Consultants to deliver successful onboarding and ongoing service of CPA planning client relationships. The goal is to procure business by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. Our primary location we are targeting is Dallas, TX. 

The Associate Financial Planner has a wide array of solutions to offer clients, a few would include:

What you will do: