Financial and Tax Planning Associate
Immediately
Storehouse Financial LLC
David Stull
500 W Seventh St Suite 827
Fort Worth, TX 76102-5368
Phone: (877) 305-3233
david@storehousefinancial.com
Email
Storehouse Financial LLC is a Fort Worth based fee-only registered investment advisor (RIA) with a related CPA firm. The firm is looking for a graduate who has a degree in personal financial planning or an accounting degree with an interest in personal financial planning. Benefits include health insurance, reirement plan with employer match, paid vacation and continuing education allowance. Our main office is in Fort Worth, TX with a branch office in Granbury, TX.
Qualifications:
BS in Personal Financial Planning or Accounting
Job Description:
- Financial Planning
- Attend financial planning meetings with new and existing clients.
- Prepare and update financial plans and recommendations for new clients under the supervision of partners.
- Tax Planning and Tax Return Preparation
- Attend tax planning meetings with new and current clients.
- Assist with the preparation of individual tax returns using Intuit Tax Online under the supervision of firm partners.
- Assist partners in reviewing client's investment portfolio and account performance using Morningstar Office.
Marketing
- Attend trade conferences where Storehouse Financial is exhibitor.
- Network by attending events in the community.
- Network through social media.
- Contact potential clients.
Compliance
- Help prepare and maintain compliance documents as needed.