Job #: 24944
Title: Financial Planner, CFP
Job Location: Houston, Texas - United States
Salary: $55,000.00 - $65,000.00 - US Dollars - Yearly
Employer Will Recruit From: Regional
Relocation Paid?: NO
WHY IS THIS A GREAT OPPORTUNITY?
Financial Planner, CFP
A Top-tier RIA in Houston that excels in comprehensive financial planning for HNW clients is looking for a Financial Planner / CFP.
Team player, get mentored, learn from the best.
An established firm, over 15 years old and with approximately 500MM AUM.
Master planning, increase competency and there is growth potential.
CFP designation or working toward the designation. JOB DESCRIPTION
This full time, permanent position allows the successful candidate to work for a fee-only comprehensive financial planning firm in the west Houston (TX) area. The candidate must be a team player and will be responsible for:
Financial plan development
Technical expertise in financial & tax planning, risk management, estate and other wealth
Research and coordinate with industry and other contacts to identify and plan for emerging financial
We are seeking an experienced person with superior technical abilities, excellent communication and leadership skills who can work independently and in a collaborative team environment. Specific requirements are:
3+ years of experience
CFP designation or actively seeking CFP designation
Highly ethical, strong reasoning, sound judgment and professional appearance and demeanor
Thorough and detail-oriented with a high sense of urgency and follow-through on tasks
Experience in identifying and developing comprehensive, as well as customized, financial planning
solutions for high net worth clients
Experience with tax planning for individuals preferred
Proactive and a self-starter
Excellent writing, listening and oral communication skills
Strong analytical and organizational skills
Ability to work independently and as important, in a team environment
Strong computer skills with a working knowledge of planning software and spreadsheetsAbility to handle several tasks simultaneously with varying deadlines
Ability to creatively identify and implement business process improvements
Familiarity with Morningstar/Money Tree/CS Planner desired, but not required
University - Bachelor`s Degree/3-4 Year Degree
How to Apply: