Financial Planner/Relationship Manager
Financial Planner/Relationship Manager
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Description
We are currently seeking a Financial Planner/Relationship Manager who is passionate about serving highnetworth clients for a growing wealth management firm in The Woodlands TX. You will have the opportunity to make a meaningful impact on clients lives by helping them achieve longterm financial success while working alongside credentialed professionals who value integrity growth and empathy.
JOB RESPONSIBILITIES:
- Partner with Wealth Managers to develop present and maintain customized financial plans
- Act as a trusted point of contact for clients delivering timely and accurate support
- Analyze complex financial data to design and model wealth planning scenarios
- Participate in client meetings and liaise with external professionals such as CPAs and attorneys
- Oversee account administration client onboarding and ongoing service requests
- Prepare trade recommendations and contribute to investment strategy discussions
EDUCATION AND EXPERIENCE:
Required:
- Bachelors Degree in Business Finance Financial Planning or Economics
- 2 years of related professional experience in financial services
- Series 65 license (or actively pursuing) must be licensed by 90 days of employment
- Strong written and verbal communication skills
- High attention to detail excellent organization and time management
Preferred:
- CFP designation (or on growth plan)
- Experience with Tamarac (Advisor View and CRM)
- Experience working with highnetworth clients or in a boutique advisory firm
- Comfort with investment principles and portfolio implementation
COMPENSATION AND BENEFITS:
- Salary: $70000 $90000 base servicebased overrides and bonus structure
- Health Coverage: Medical Dental Vision
- Retirement Plan: 401(k) with employer contribution profit sharing
- WorkLife Balance: Generous PTO supportive leadership and a peoplefirst culture
- Growth: Access to mentorship continuing education and advancement opportunities
- Schedule: Fully in office first 90 days for training. Then hybrid 2 days per week remote.
#LIET1
Required Experience:
Manager
Employment Type
Full-Time
