Certified Financial Planner, Tax Channel

Job not on LinkedIn

🕒 March 28

🏢🏡 Dallas – Hybrid

💵 $90k - $110k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Cnect

WebsiteLinkedInAll Job Openings

51 - 200 employees

👥 HR Tech

🎯 Recruiter

☁️ SaaS

HR Tech • Recruitment • SaaS

Cnect is a company that provides an innovative platform for connecting candidates with employers to streamline the hiring process. It offers features such as enhanced profile visibility, real-time notifications, direct messaging, and AI integration to improve job search efficiency for candidates and simplify the hiring process for employers. Cnect includes tools for transforming resumes into digital profiles and enables employers to cultivate candidate relationships through personalized communication and real-time messaging. With Cnect, businesses in various industries can find and onboard the best candidates more efficiently. The platform is available as a mobile app, enabling users to engage with the hiring process from anywhere.

📋 Description

• Serve as the lead planner/project manager for an assigned client/prospect base. • Coordinate with and take direction from the clients regarding planning needs, relationship development needs, and deliverable/solution development for clients and client meetings. • Organize and lead the deliverable/solution creation as agreed upon with the financial advisor; this will include working with other areas as appropriate. • Enter client data into financial planning software. • Analyze the data for planning opportunities and recommendations. • Develop and/or review and approve deliverables for client meetings, including (but not limited to): Balance Sheet / Net Worth Statement, Cash Flow Analysis (including social security recommendations), Income Tax Analysis, Other job duties as assigned.

🎯 Requirements

• Bachelor’s degree (B.A.) or equivalent from a four-year college or university • Two to four years of related experience and/or training required • Four years of related experience and/or training are required. • Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email and Internet usage • The CFP is required. • One or more of the following is preferred: CPA, CFA, or ChFC.

🏖️ Benefits

• Competitive incentive-based bonus