Senior Financial Planning Associate

Full Time

Onsite, Plano, TX 75024

$70-80k/yr + Quarterly Bonus

100% Paid Benefits

Position Overview

We’re seeking a detail-oriented and client-focused professional to join our growing wealth management team. In this role, you’ll play a key part in delivering high-quality client experience while supporting financial advisors with planning, account management, and day-to-day operations.

This is a great opportunity for someone who enjoys both client interaction and behind-the-scenes coordination and wants to be an integral part of a collaborative advisory team.

What You’ll Do

Client Support & Experience

• Serve as a professional and responsive point of contact for client inquiries, ensuring timely and accurate support
• Help maintain a high-touch client experience through clear communication and follow-up

Financial Planning & Advisor Support

• Assist wealth managers with preparing financial planning documents and client forms
• Support the execution of client recommendations by helping with account setup, transfers, and service requests through Charles Schwab
• Maintain accurate, up-to-date client records with a high level of confidentiality

Coordination & Operations

• Act as a liaison between clients and advisors, ensuring nothing falls through the cracks
• Coordinate and support client meetings, including preparing materials and updating planning software
• Track follow-ups and help turn meeting notes into clear next steps and action items
• Assist with client communications and correspondence to ensure a seamless experience

What We’re Looking For

• 5+ years of experience in a client service role within wealth management or financial services
• Strong communication and interpersonal skills with a client-first mindset
• Excellent organization, attention to detail, and follow-through
• Experience with tools such as Microsoft Office, Charles Schwab platform, Holistiplan, YCharts, and eMoney
• Series 65 license required; CFP or similar designation preferred

Compensation & Benefits

• Base Salary: $70,000 – $80,000
• Quarterly Bonus: $2,500 based on performance metrics
• Retirement: 401(k) with 3% employer contribution + profit sharing
• Health Benefits: Company-sponsored health plan. Health 100% covered, united PPO

Why Join Us

You’ll be part of a team that values client service, collaboration, and attention to detail, where your work directly contributes to delivering meaningful financial guidance and a seamless client experience.

TCWGlobal is an equal opportunity employer. We do not discriminate based on age, ethnicity, gender, nationality, religious belief, or sexual orientation.