Financial Planner
Financial Planner
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1-3years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Nationally ranked RIA is seeking Financial Planner. On site in Houston City Center.
- Financial plan development
- Technical expertise in financial & tax planning risk management estate and other wealth management issues
- Research and coordinate with industry and other contacts to identify and plan for emerging financial planning issues
Requirements
- 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 detailoriented with a high sense of urgency and followthrough on tasks
Benefits
Company Benefits
Safe Harbor 401(k) Plan
Safe Harbor 401(k) Plan with Company Match. 100 match on the first 3 saved plus 50 match on the next 2 saved. Participants are vested immediately upon the date of hire and are immediately eligible to participate in the Plan.
Group health insurance policy with Blue Cross Blue Shield of Texas to eligible fulltime employees beginning at the first of the month following date of hire.
LongTerm Disability Insurance
The Firm provides eligible fulltime employees with longterm disability insurance. The premiums for this insurance are paid by the Firm.
Vacation policy
Vacation days are prorated during the first year of employment.
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
