Advisor

Firm: MitchellClark & Company

Position: Financial Planning Associate (Full Time, Salaried) Location: Austin, Brenham, or Houston, Texas

Responsibilities/Job Description:

• Work closely with and learn directly from CEO financial planner to prepare for assuming CEO responsibilities and firm ownership

• Regular communication with clients and custodians

• Analyze multi-year cash flow projections for clients involving taxable distributions from mutual funds, stock option exercises, multiple income sources, and withdrawals from retirement accounts

• Perform probability analysis on sustainability of cash demands on retirement accounts and explain results to clients

• Implement optimal asset allocations and portfolio rebalancing based on client risk- tolerance, cash needs, and tax efficiency of assets within taxable and tax-deferred accounts

• Design and build Excel spreadsheets to convey critical cash flow information and increase quality and efficiency of client performance reporting

• Assist CEO in evaluating and selecting integrated technology solutions including CRM, financial planning, performance reporting, tax management, portfolio rebalancing, and website.

Qualifications/Experience:

• Passed CFP exam or preparing to take exam

• Relevant employment experience

• Ability to manage client relationships with excellent communication skills

• Competence in analyzing and solving complex, multi-faceted problems

Contact: Mitch Clark – mitch@mitchellclarkandcompany.com or (979) 836-0550