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Certified Financial Planner

Houston, TX

Posted: 03/18/2024 Employment Type: Direct Hire Category: Wealth Management Job Number: a0CUm00000b2ntqMAA Pay Range: $70000 - $120000 Location Requirements: Onsite Industry: Financial Services

Job Description

Boutique Recruiting has partnered with a leading financial services firm in Texas to find a dedicated Certified Financial Planner! They are searching for candidates open to relocating to College Station, TX, a city known for its vibrant community, excellent educational institutions, and high quality of life. This city is a great place to live offering a tight-knit community feel that both professionals and their families find appealing. In the role, you'll be responsible for providing top-notch financial services to clients and managing those relationships. It's a perfect position for those who are passionate about finance and are looking to advance in their career to a lead advisor. Don't miss this amazing chance to start a new chapter in a new city, where you'll have the opportunity to take your career to new heights!

Pay Range: $70, 000 - $120, 000 DOE

  • Assist with paperwork, transfers and custodian research
  • Run tax, retirement and estate projections
  • Attend meetings, take notes, and occasionally present
  • Communicate and collaborate with clients and advisors
  • Conduct research, analysis, and oversee planning execution
  • Manage advanced questions and be strategic
  • Be client-facing and work with mature clients
  • Oversee planning execution and collaborate on advanced questions.

  • CPA/CSA/JD/CFP designation
  • 2-5 years of financial planning experience
  • Bachelor s Degree
  • No license required
  • Experience with Black Diamond, Juncture, Wholistic Plan or Right Capital is preferred
  • Must be willing to relocate to College Station, TX

  • Discretionary Bonus
  • PPO Medical Insurance with HSA option
  • 3 weeks PTO
  • Holidays off
  • 401k with safe harbor (4%)

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About Houston, TX

Discover exciting job opportunities in the vibrant region around Houston, Texas! Known for its thriving economy, diverse industries, and endless growth prospects, Houston offers an enticing landscape for career-minded individuals. With world-class museums like the Museum of Fine Arts and a rich culinary scene showcasing Tex-Mex delights, BBQ joints, and food trucks serving up local flavors, Houston is a melting pot of culture and creativity. Home to the renowned Space Center Houston, the historic Astrodome, and professional sports teams like the Rockets and the Astros, this region exudes energy and excitement. Embrace the charm of this dynamic area while exploring job listings that could lead you to a fulfilling career right here in Houston!
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