Senior Financial Planning Associate

This range is provided by The Well. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

Annual Bonus

Direct message the job poster from The Well

On behalf of our client, one of the nation’s fastest-growing RIAs, we’re 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)

• 🏆
  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

• 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

• 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

• 🩺 Comprehensive health, dental, and vision insurance (health paid 100% by employer)
• 💼 401(k) with company match
• 📍
  On-site in locations listed above with hybrid flexibility after 6 months

If you’re ready to grow with an award-winning firm and make a lasting impact on clients’ financial futures, let’s connect!

• Associate

• Full-time

• Finance
• Industries:
  Financial Services and Investment Management