Hybrid Associate Financial Planner Client Impact
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-06-03
Listing for:
Connect Search, LLC
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
-
Accounting
Job Description & How to Apply Below
Connect Search, LLC is seeking an Associate Financial Planner for its expanding team in the West Plano area. This hybrid role involves managing workflows for numerous client relationships and delivering comprehensive financial planning services.
The ideal candidate will have a Bachelor's degree in Accounting or a related field, CPA, CFP, or CFA designation, and at least 2 years of experience in public accounting. The position includes competitive benefits and opportunities for professional growth.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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