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  • Dallas, TX

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Financial Planner, Family Office-Dallas, TX

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

Posted 7 days ago

Job Snapshot

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


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Job Description

Financial Planner
Family Office

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.

  • 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

  • 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.

For additional information, please visit our website at 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
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