2 Associate Financial Planner - RIA Firm - Houston, TX Jobs in Houston, TX

SORT BY

SET JOB ALERT

OFF

Details...

Associate Financial Planner - RIA Firm - Houston, TX

Advisor Employee Services

Houston, TX | Full Time

$50k-64k (estimate)

11 Months Ago

Litigation/Financial Services Associate – Houston, TX

Adams and Reese LLP

Houston, TX | Full Time

$82k-114k (estimate)

1 Month Ago

Associate Financial Planner - RIA Firm - Houston, TX

$50k-64k (estimate)

Full Time 11 Months Ago

Save

Sorry! This job is no longer available. Please explore similar jobs listed on the left.

Advisor Employee Services is Hiring an Associate Financial Planner - RIA Firm - Houston, TX Near Houston, TX

ASSOCIATE FINANCIAL PLANNER

Position Overview

This is a sales and service support role supporting the Advisor and Senior Planner. Must be outgoing, friendly, possess a great work ethic, be detail oriented, and a team player.

Ideal Qualities

Ability to prioritize projects and manage time
Savvy customer service to include excellent communication; both verbal and written
Strong initiative for follow-through and follow up
Service and Sales support orientation
Demonstrated persistence to achieve quality
Strong organizational skills, detail oriented, proactive, and resourceful
Friendly, professional phone manner and enjoys working with a variety of clients
Reliable, with exceptional work ethic
Demonstration of maturity and poise under pressure
Being a team player with the flexibility to contribute as part of a team as well as independently
Ability to adapt to change

Responsibilities

Prepare of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client meetings
Utilize websites, software and other resources to obtain client and product information
Compare existing solutions to those currently available in the marketplace
Establish, organize and maintain detailed client files
Prepare client correspondence, including letters and email correspondence
Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate
Assist in client meetings
Assist in retaining, nurturing, growing and expanding client relationships
Lead communication campaigns and complete quarterly client calls to touch base
Client Onboarding assistance
Client gifting coordination and projects (special occasions/ Illness/ celebrations)

Minimum Requirements

2 years of administrative office experience in a fast-paced environment
Financial Industry experience. CFP preferred, or at least working on it. CFP must be completed within 3 years for career advancement.
Intermediate to advanced skills with MS Office Suite, specifically Excel
Desire to obtain long-term employment
Detail oriented
Positive attitude
Ability to excel in a team environment

Salary and Benefits

$60-75K salary first year plus commissions
Medical, Dental and Vision benefits, 401k, and generous PTO

Presented by Advisor Employee Services Thank you for your interest in the Associate Financial Planner role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!