Associate Financial Advisor
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Job Location:
Houston, MS - USA
Monthly Salary:
Not Disclosed
Posted on:
9 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Summary (Associate Financial Advisor Houston TX)
- Support senior advisors with client relationship management and service delivery
- Prepare meeting materials planning summaries and analyses to assist advisor recommendations
- Participate in client meetings document key discussion points and track follow-up actions
- Coordinate planning strategies in retirement insurance tax and estate matters
- Organize and review client financial data for plan development and updates
- Complete post-meeting tasks promptly and maintain accurate client records
- Liaise with clients and external professionals (e.g. CPAs attorneys) to gather necessary information
- Assist with delivering financial planning outputs and ensuring excellent client experiences
- Contribute to internal process improvements and promote workflow efficiency
- Requires minimum 3 years experience in financial planning/wealth management
- Strong knowledge of retirement tax insurance and estate planning concepts
- Excellent communication organizational and attention to detail skills
- CFP certification preferred or in progress; proficiency in Microsoft Office and CRM/planning platforms a plus
- Support senior advisors with client relationship management and service delivery
- Prepare meeting materials planning summaries and analyses to assist advisor recommendations
- Participate in client meetings document key discussion points and track follow-up actions
- Coordinate planning strategies in retirement insurance tax and estate matters
- Organize and review client financial data for plan development and updates
- Complete post-meeting tasks promptly and maintain accurate client records
- Liaise with clients and external professionals (e.g. CPAs attorneys) to gather necessary information
- Assist with delivering financial planning outputs and ensuring excellent client experiences
- Contribute to internal process improvements and promote workflow efficiency
- Requires minimum 3 years experience in financial planning/wealth management
- Strong knowledge of retirement tax insurance and estate planning concepts
- Excellent communication organizational and attention to detail skills
- CFP certification preferred or in progress; proficiency in Microsoft Office and CRM/planning platforms a plus
