Skip navigation
Unable to save this job. Please try again later.

{msg}

Email this Job to Yourself or a Friend

To begin the application process, please enter your email address.

Company Contact Info

  • Dallas, TX

Already have an account?

Sign in to apply with your saved resumes.

New to CareerBuilder?

Don't have an account? Continue as a guest!

Sorry, we cannot save this job right now.

Report this Job

Trust and Site Security Team.

Email Send Failed!

Financial Planner, Family Office-Dallas, TX

Ayco Company - A Goldman Sachs Co. • Dallas, TX

Posted 7 days ago

Job Snapshot

Full-Time
Experience - Up to 3 year(s)
Degree - 4 Year Degree
Accounting - Finance
Finance, Accounting
10

Applicants

How Do You Compare to the Competition?

Get facts about other applicants with a CareerBuilder Account

Job Description

Financial Planner
Family Office


ABOUT THIS OPPORTUNITY
Our Family Office approach creates a culture of individualized, results-driven financial management and integration for our clients and their families. Our teams work with an average of 8-12 clients. We are able to provide resources at the highest level of service to help save clients’ time and money. We have an exciting opportunity for a Financial Planner located in our Family Office department in Dallas, TX.

RESPONSIBILITIES
  • Work one-on-one with individual clients;
  • Provide comprehensive personal financial planning, investment planning and tax services to corporate executives and other high net worth individuals;
  • Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.;
  • Prepare income and gift tax returns for clients;
  • Extensive telephone contact leading to face-to-face interaction with clients, and their outside advisors, to obtain information and provide advice;
  • Assist in financial planning projects and analysis.

Job Requirements

QUALIFICATIONS
  • Bachelor’s Degree with concentration in Finance or Accounting; MBA, CPA, and/or JD preferred;
  • NASD Series 7 and Series 66 preferred;
  • Working knowledge of certain Microsoft products, including, Word, Excel, Outlook, PowerPoint, and Windows;
  • Strong organizational skills with the ability to handle multiple tasks;
  • Excellent written and verbal communication skills;
  • Ability to maintain a high level of confidentiality;
  • Enthusiastic and positive approach to problem-solving and client service;
  • Proven track record with cross training, task-sharing and mutually supportive teamwork;
  • Innovative thought processes, pro-active time management and task completion follow-through.

READY TO APPLY?
For additional information, please visit our website at www.ayco.com. We offer a competitive salary, comprehensive benefits package and a high quality of work life.

Interested applicants should submit resume, cover letter noting position of interest, and salary requirements via e-mail to [Click Here to Email Your Resumé].

Ayco is an equal opportunity employer.
Job ID: Fin Planner - family counsel TX
Help us improve CareerBuilder by providing feedback about this job: Report this Job.
CAREERBUILDER TIP
For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.
By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.