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Financial Consultant Financial Analyst

Senior Financial Planning Associate | CFP, eMoney Pro

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: The Well
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A growing financial services firm is seeking a Sr Financial Planning Associate to join their team in Dallas, TX. The ideal candidate should have significant experience in income tax and estate planning, eMoney expertise, and hold relevant licenses. This role involves generating financial recommendations, assisting advisors with planning tools, and creating engaging content. Enjoy comprehensive benefits including health insurance and a 401(k) with company match, with opportunities for hybrid work flexibility after 6 months.
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Position Requirements
10+ Years work experience
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