Tax & Wealth Planner — Hybrid/Remote
Remote / Online - Candidates ideally in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-02-28
Plano, Collin County, Texas, 75086, USA
Listing for:
Unity Search Group
Full Time, Remote/Work from Home
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Accounting & Finance, Financial Consultant, Financial Analyst, Financial Advisor
Job Description & How to Apply Below
This role offers a unique opportunity for tax professionals to transition into financial planning with mentorship. Responsibilities include investments, tax planning, debt restructuring, and business profit improvement. The position allows for 2 to 3 remote workdays per week and offers a competitive salary of up to $105k.
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