Financial Planner

Job requirements

• A Bachelor’s degree or higher in Accounting, Tax, Finance, or related field
• CPA, CFP or CFA license in good standing
• Registered Investment Advisor (RIA) experience preferred
• Deep expertise in comprehensive financial planning, investment management, and tax-aware wealth strategies preferred
• Exceptional communication skills, with the ability to translate complex financial concepts into clear, client-friendly guidance
• Demonstrated service-oriented approach to client relationships, with a strong commitment to delivering a high-quality, personalized client experience
• Travel to firm-sponsored meetings and seminars is required, including the CWA Annual Meeting, Planner Retreat, and other designated events. Additional travel may be required as needed.

Job compensation & 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

Benefits

• Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA).