About the Associate Financial Planner Role at Robert Half

Robert Half, a global leader in professional services and financial staffing, is seeking a motivated Associate Financial Planner to join our dynamic team in Dallas, Texas. This entry-to-mid-level position offers an exciting opportunity to dive into comprehensive financial planning, supporting high-net-worth clients with personalized strategies for tax optimization, investment growth, and retirement security. As an Associate Financial Planner, you'll collaborate closely with seasoned Financial Planners, gaining hands-on experience in a fast-paced environment that values innovation, client success, and professional growth.

In this role, you'll contribute to delivering holistic financial solutions, from analyzing investment portfolios to crafting tax-efficient plans. Dallas, known as a hub for finance and business, provides the perfect backdrop for your career advancement with Robert Half. If you're passionate about finance jobs in Dallas, TX, and ready to build a rewarding career in financial planning, this position is your gateway to impactful work and long-term success.

Why Financial Planning at Robert Half?

Robert Half stands out in the competitive financial planner jobs Dallas market by offering unparalleled training, mentorship, and exposure to diverse client portfolios. Our Associate Financial Planners quickly become integral to client relationships, participating in high-stakes meetings and strategy sessions that drive real results.

Key Responsibilities

The Associate Financial Planner role demands a blend of analytical prowess and client-focused service. Here's what you'll do daily:

• Prepare and meticulously update client consultation files alongside the Data Input Specialist, ensuring readiness for annual review meetings.
• Partner with the lead Financial Planner to pinpoint and execute customized planning opportunities that align with each client's unique financial landscape.
• Guide clients through the seamless execution of financial strategies, monitoring progress and making adjustments year-round.
• Review annual income tax returns with precision, generating reliable year-end tax projections to minimize liabilities.
• Conduct in-depth financial analysis and tax planning for clients' business units, optimizing for maximum efficiency and profitability.
• Join annual client meetings to discuss goals, review progress, and foster long-term relationships.
• Scrutinize and reconcile investment asset allocations, ensuring they mirror client risk tolerances and objectives.
• Evaluate and refine retirement plans annually, tailoring them to evolving goals and life stages.
• Liaise with internal teams and external vendors to implement plans swiftly and effectively.
• Mentor and oversee the Data Input Specialist, providing training to uphold data accuracy and operational excellence.

Required Qualifications

To thrive as an Associate Financial Planner at Robert Half, candidates should possess:

• A Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline.
• 1-3 years of relevant experience in financial planning, analysis, or advisory roles.
• Pursuit or possession of Certified Financial Planner (CFP) designation is highly desirable.
• Deep understanding of U.S. tax codes, investment principles, and retirement vehicles.
• Proficiency with industry-standard tools like eMoney Advisor, MoneyGuidePro, or similar platforms.
• Outstanding analytical skills paired with meticulous attention to detail.
• Superior verbal and written communication for client interactions and team collaboration.
• Demonstrated ability to manage multiple priorities in a deadline-driven setting.
• A proactive mindset with eagerness for continuous learning in financial trends.

Robert Half values diversity and encourages applications from all qualified individuals seeking finance careers Dallas TX.

Why Join Us at Robert Half?

Choosing Robert Half means investing in your future. We offer a competitive salary estimated at $70,000 - $95,000 annually based on Dallas market rates for Associate Financial Planners, plus performance incentives. Our benefits package is top-tier, including comprehensive medical coverage, 401(k) matching up to 6%, unlimited PTO accrual, and tuition reimbursement for certifications like CFP.

Work in a modern Dallas office with hybrid flexibility, surrounded by a supportive team committed to your success. Enjoy wellness perks, professional networking events, and clear paths to Senior Financial Planner roles. Join thousands of professionals who have advanced their careers through Robert Half's renowned training programs.

Ready to elevate your career in financial planning? Apply now for this Associate Financial Planner job Dallas and become part of a legacy of excellence. Robert Half: Where finance professionals thrive.