Financial Planner

Friscohybrid

Posted 3mo ago · via Recruitee

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About this role

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. 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. The Financial Planner supports clients in achieving personal and professional financial goals while contributing to a consistent, high‑quality wealth management experience aligned with CWA’s fiduciary and tax‑optimized advisory philosophy.…

Read the full description on Cainwatters Associates's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

For this role: monday, teams, workday

Level fit

We check your title trajectory against the seniority signal of the role.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Frisco. We weight your proximity and willingness to relocate.

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Free · no card · written explanation included

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

mondayteamsworkday

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