Financial Planner- Houston, TX

Houston, MS - USA

Monthly Salary: $ 60000 - 100000

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

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 youll 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 Harvests 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.

What Youll Get:

Pay & Perks:

Compensation: $60000$100000 base salary retention bonus potential

Benefits:

3 weeks PTO 1^st year of employment
401k Company Match
Health Benefits available after 1^st 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 youre 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

Position: Financial PlannerFirm: Oak Harvest Financial GroupLocation: In-Office (Houston TX)Financial PlannerOak 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 coord...