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Wealth Advisor

Cain Watters & Associates
Frisco, USA
Full-time
Mid · 5+ years experience
Hybrid
Discovered 2 weeks ago

Full Job Posting

Requirements

  • Education & Experience
  • Required
  • Bachelor's degree in Finance, Business, Accounting, or related field required
  • CFP® certification or active CPA license required
  • Minimum 5 years of client facing experience in financial planning or wealth management
  • Series 65 (or 66) license
  • Demonstrated knowledge of investment management, tax planning, retirement planning, and estate planning concepts
  • Knowledge of tax concepts and business consulting services, combined with strong client relationship skills and the ability to deliver holistic support and guidance to a diverse client base.
  • Strong proficiency in financial planning software (eMoney, MoneyGuidePro) and portfolio management tools
  • Excellent interpersonal, presentation, and relationship management skills
  • Proven ability to manage multiple client relationships with a high level of service and accuracy
  • Sound judgment and ability to work independently while collaborating within a team structure
  • Preferred
  • Experience working with high-net-worth individuals, business owners, or dental/medical professionals (industry-specific niche experience a plus)
  • Additional designations (CPA, ChFC®, CIMA®, CWPA®, AEP®, CAP®) complementary to CFP®
  • Track record of client retention and organic growth within a book of business
  • Travel
  • Minimal travel required to see select clients and attend CWA’s Annual Meeting.
  • Work Environment
  • This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
  • Physical Demands
  • This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
  • Position Type & Expected Hours of Work
  • This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some remote work and flexibility in hours is allowed based on management’s approval.
  • Job Compensation & Benefits Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Benefits

  • Heavily subsidized medical insurance options
  • Generous employer HSA contributions
  • 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
  • Dental and Vision plans
  • Unlimited PTO
  • Organization-paid holidays, including an extended Winter Break
  • Safe Harbor 401k Plan
  • Employer-paid professional dues, licenses, and renewals
  • Continuing Education resources
  • Family Planning Assistance Program and Paid Parental Leave
  • Subsidized fitness programs
  • CWA has consistently been recognized from rating services and publications such as:
  • INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)
  • Top Workplaces - Financial Services (2024)
  • Top Workplaces - Culture Excellence (2024)
  • Accounting Today - Top Firm by AUM (2024)
  • USA Today - Top Workplaces (2024, 2025)
  • Accounting Today - Top 100 Firms (2022, 2023)
  • Forbes America's Best Tax & Accounting Firms (2022, 2023)
  • INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
  • Dallas Morning News - Top Workplace (2022, 2023)
  • Accounting Today - Beyond Top 100: Firms to Watch (2020)
  • Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
  • INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
  • INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
  • Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at [email protected]. Your concerns will be handled with the utmost confidentiality and care.

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