Cain Watters & Associates, LLC
Financial Planner
Frisco, Texas, United States · Exec · Full-time
Sponsorship not specifiedDetected 77 days ago
AccountingTaxHRISLeadershipCommunication
About the role
- This role serves as a primary advisor to clients, providing integrated guidance across financial planning, investment management, tax strategy, business planning, and long‑term wealth considerations.
- Serve as a trusted advisor to clients by delivering proactive financial, investment, and planning guidance across all phases of the client relationship.
- Integrate financial planning recommendations with tax strategy, business advisory insights, estate planning considerations, and retirement planning.
Responsibilities
- Summary/Objective Reporting to the Managing Partner, the Financial Planner is responsible for delivering comprehensive, goal‑based financial planning and wealth management services to Cain Watters & Associates clients.
- Essential Functions Develop and maintain comprehensive, goal‑based financial plans that align with each client's personal, business, and long‑term wealth objectives.
- Review and oversee client investment portfolios, coordinating with investment leadership and partners on asset allocation, performance monitoring, and portfolio adjustments.
- Maintain consistent, high‑touch client relationships through regular meetings, proactive communication, and personalized advice.
- Review investment allocations, performance, and risk exposure, and collaborate with investment leadership on portfolio recommendations.
Requirements
- If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com.
- The ability to work remotely is allowed based on management's approval.
- however, it may require the ability to lift files, open filing cabinets and bend or stand as necessary.
Benefits
- Prepare and review cash flow analyses, retirement projections, and long‑term financial forecasts.
- Analyze client business and personal financial statements, with specific understanding of dental practice operations, to identify planning opportunities and risks.
- Provide guidance on qualified retirement plans, funding strategies, and benefit structures aligned with client goals.
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