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Senior Planner - Wealth Management; Remote
Remote / Online - Candidates ideally in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-01-04
Plano, Collin County, Texas, 75086, USA
Listing for:
Unity Search
Remote/Work from Home
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A wealth management firm in North Dallas is seeking an Experienced Associate Planner to transition into personal financial planning. The role offers a lucrative compensation package and benefits, including 401(k) matching. Candidates should have over 5 years of tax experience and be comfortable working directly with clients. This opportunity also includes a quick promotion path, great work-life balance, and a supportive team culture with flex-time options.
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Position Requirements
10+ Years
work experience
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