About this role
Associate Financial Planner at Cain Watters & Associates, LLC. Location: Frisco, Texas, United States. Role: prepare files, assist planning, respond inquiries Requirements: Bachelor's degree in Accounting or Tax; CPA/CFP/CFA or candidate; 2+ years public accounting experience preferred; strong communication and MS Excel skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Excel, Office Suite Certifications: cpa, cpa candidate, cfp, cfp candidate, cfa, cfa candidate Commitment: Full Time Workplace: Hybrid Languages: English