Explore Career Opportunities
Are you interested in considering other opportunities in the job market? See below a listing of some of our current searches. Feel free to directly apply to any job posting, or you can simply submit your resume to us for review by one of our dedicated recruiters.
Explore Career Opportunities
Are you interested in considering other opportunities in the job market? See below a listing of some of our current searches. Feel free to directly apply to any job posting, or you can simply submit your resume to us for review by one of our dedicated recruiters.
Unity Search Group
http://www.unitysearch.com
http://www.unitysearch.com
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Para Financial Planner – Wealth Management Firm – North Dallas
Selling Points:
ParaPlanner
Job Description
Para Financial Planner – Wealth Management Firm – North Dallas
- Outstanding opportunity for someone with 1-2 years of tax experience who is looking to transition to personal financial planning
- Work closely with a mentor to perform tax and retirement planning, investment allocation, cash flow analysis, and projections for acquisitions
- With an intended path to quick promotion, this individual should be comfortable working directly with clients
- Competitive compensation package and benefits including 401(k) matching
- Collaborative team, with a great work life balance (40-45 hours per week on average) including flex-time in the Summer, fun office culture and events including yearly trips, and significant opportunity for advancement in title and pay
Selling Points:
- Great work-life balance – 40-45 hour weeks on average
- Flex-time in July/August - 4 day work weeks where you can work 40 hours in 4 days If you want
- Flexibility as needed
- Very low turnover
- Get exposed to a wide variety of things and learn a lot
- Great team, collaborative and supportive culture - very nice people that are team players
- Encourages growth and development – ability to be promoted quickly
- Can be extremely lucrative career path
- CPA reimbursement
- 401 (k) match and health, dental, and vision benefits
- Partners are big on ideas being heard – innovation award each year
- Fun company events including happy hours, fantasy football draft, march madness tournament, and year end trip to Vegas!
- The break room has ping pong, shuffleboard, and foosball. Also have a theater room where they watch the office together around lunch time and access to private gym on-site
- This is not a sales position
Meet Your Recruiter
Chad Strattan
Associate Partner | Tax
UNITY.
Voted #1 Best Places to Work 2022 and 2023 by Dallas Business Journal
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Looking for exciting job opportunities in the Plano, Texas area? Discover your next career move in this vibrant city nestled in the heart of the Lone Star State. Plano offers a perfect blend of urban conveniences and natural beauty, with a booming economy and a welcoming community. With renowned companies calling Plano home, including Toyota and Liberty Mutual, endless growth opportunities await. Explore the thriving arts scene at the ArtCentre of Plano, catch a live performance at the Courtyard Theater, or indulge in the unique flavors of Tex-Mex cuisine at local eateries. With easy access to parks like Arbor Hills Nature Preserve and exciting attractions like Legacy West, Plano gives you a perfect work-life balance. Join us in Plano and unlock a world of possibilities for your career!