Senior Financial Planner - Wealth & Tax Strategy; Remote
Remote / Online - Candidates ideally in
Frisco, Collin County, Texas, 75034, USA
Listed on 2026-05-16
Frisco, Collin County, Texas, 75034, USA
Listing for:
Cain Watters & Associates
Full Time, Remote/Work from Home
position Listed on 2026-05-16
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
Cain Watters & Associates, based in Frisco, Texas, is seeking a Financial Planner to deliver comprehensive financial planning and wealth management services. The successful candidate will manage client relationships, providing guidance on portfolios, tax strategy, and business planning. Key responsibilities include developing financial plans, performing analyses, and collaborating with internal teams. Ideal candidates have a Bachelor's degree and professional licenses (CPA, CFP, CFA), along with strong communication skills.
The role is full-time with significant client interaction and a focus on quality service.
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Position Requirements
10+ Years
work experience
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