Financial Planner

Position: Financial Planner

Firm: Oak Harvest Financial Group

Location: In-Office (Houston, TX)

Financial Planner

Oak Harvest Financial Group is seeking an in-office Financial Planner to support our advisory PODs through high-quality plan execution, client relationship support, and proactive planning coordination. This role is ideal for someone who is detail-oriented, client-focused, and motivated to grow into a planning role within a collaborative team environment.

The Financial Planner plays a critical role in ensuring client plans are accurate, current, and review-ready while supporting strong client engagement and long-term retention.

Overview

The Financial Planner is a client facing role that supports Senior Financial Planners and Advisors by preparing planning deliverables, maintaining accurate data across systems, and participating in client meetings and follow-up. Over time, and once appropriately licensed, this role may have direct ownership of a segment of clients under firm supervision.

Why Join Oak Harvest

• High-impact role supporting a best-in-class client experience
• Clear development path into senior planning and advisory roles
• Strong team culture with defined processes and expectations
• Competitive compensation, benefits, and long-term growth opportunity

What you’ll do:

• Planning Preparation & Execution:
• Prepare, update, and maintain financial planning deliverables and ensure all plans are complete, accurate, and ready for client review.
• Client Support & Retention:
• Proactively engage clients to gather updated information, support review preparation, and reinforce Oak Harvest’s client-first experience.
• Meeting & Follow-Up Support:
• Participate in planning and allocation meetings, update systems promptly after meetings, and track client action items.
• Account & Policy Maintenance:
• Support ongoing account, annuity, and allocation maintenance to ensure data accuracy and consistency across platforms.
• Collaboration & Communication:
• Work closely with advisors and POD team members to support client strategy, planning timelines, and service execution.
• Documentation & Compliance:
• Maintain timely documentation, workflows, and compliance standards across all client interactions and planning systems.
• Professional Growth:
• Increase client-facing responsibilities over time, pursue licensing and CFP® designation, and progress toward a senior planner role.

Skills/Experience:

• College Degree and have completed the education requirement to achieve CFP or equivalent designation

Or

• College degree in Financial Planning

What You’ll Get:

Pay & Perks:

Compensation: $60,000–$100,000 base salary retention bonus potential

Benefits:

• 3 weeks PTO 1st year of employment
• 401k Company Match
• Health Benefits available after 1st month of employment
• 100% employer-paid employee-only HDHP medical plan
• Clear career progression and licensing support

Schedule:

This is a full-time, in-office position.

If you’re looking to grow your career in financial planning within a structured, high-performing firm, we encourage you to apply.

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com