CPA-Driven Associate Financial Planner – Client Advisory

Talent Harbor in Plano, TX is seeking an Associate Financial Planner to work closely with a Senior Planner and serve about 60 long-term client relationships. This role focuses on tax expertise within financial planning and offers a clear path to seniority; on-site with flexible work-from-home days.

The ideal candidate is a CPA with tax experience who enjoys client-facing advisory work, and who can handle 40–50 hours per week during tax season while maintaining reasonable hours year-round.