Financial Planner
Posted on :
10-01-2024
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
10-01-2024
Job Description
Top Tier Registered Investment Advisory located in the The Woodlands is looking for two Financial Planners. The clientele is HNW/UHNW. Work with the top 1% of investors learn from Sr. FA CFAs and Planners in a team approach. The RIA is growing rapidly and this is a tremendous opportunity for a selfstarting advisor truly committed to a career in Financial Planning.
Requirements
- Comfortable Communicating with High NetWorth Clients
- Works Well in a Collaborative Team Environment
- Desires to Manage Client Relationships
- DetailOriented
- Shows Initiative to Grow as a Professional
Experience and Education
- 3 5 years of Experience in the Industry and working towards their CFP
- Strong Organization skills and proficiency with MSOffice 365 (Excel Word Outlook PowerPoint)
- Bachelor s degree in Finance Accounting or related Business degree
Benefits
Competitive salary pls bonuses
Comfortable Communicating with High Net-Worth Clients Works Well in a Collaborative Team Environment Desires to Manage Client Relationships Detail-Oriented Shows Initiative to Grow as a Professional Experience and Education 3 - 5+ years of Experience in the Industry and working towards their CFP Strong Organization skills and proficiency with MSOffice 365 (Excel, Word, Outlook, PowerPoint) Bachelor s degree in Finance, Accounting, or related Business degree
Employment Type
Full Time
Key Skills
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