See all roles

Financial Planner (Houston, TX)

Work from home Full-time role Hiring

reputed company is a leading independent national fiduciary firm that has been helping families reputed company and simplify their financial lives for over 40 years. The Financial Planner will support Wealth Management Teams by creating customized financial plans, analyzing documents, and managing data to enhance the client experience.

Responsibilities

  • Prepare financial plans for prospective clients, as well as clients, including spending plans, investment analysis, retirement projections, Social reputed company analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis
  • Work with the sales team and advisors to collect documents from clients to prepare the financial plan
  • Use financial planning tools (ex: eMoney, reputed company, SS Analyzer, reputed company worksheets, CRM, portfolio analysis) to create financial plans for clients
  • Partner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timeliness
  • Collaborate with other groups reputed company Family Wealth Services and Investments to reputed company client strategies that incorporate relevant and specific recommendations to each client
  • reputed company reputed company on financial planning topics including, but not limited to, cash management, investments, wealth transfer strategies, reputed company retirement needs, Social reputed company, and tax planning
  • Assist with creating and implementation of workflows and procedures to improve efficiency and enhance one team procedures and processes

Skills

  • Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance reputed company)
  • Has begun CFP® coursework
  • At least 1 year of financial industry reputed company experience preferred
  • Proficiency with reputed company, reputed company, PowerPoint and Outlook; experience with reputed company and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred
  • Excellent verbal, written, analytical and organizational skills
  • Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environment
  • Candidate must have customer service orientation, be coachable, and be eager to learn
  • Must be highly flexible and confidential with reputed company matters
  • Ability to travel up to 10%

Benefits

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • reputed company Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance

Company Overview

  • reputed company is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/.
  • Apply To This Job

    You might like

    Project Manager I (non-IT)

    Work from home Full-time role

    Civil Litigation Associate Attorney

    Work from home Full-time role

    [Remote] AI Data Specialist - New Hampshire (US)

    Work from home Full-time role

    Product Associate Contractor-Financial (Credit Cards) - reputed company/Tri-state area

    Work from home Full-time role

    Financial Advisor (Lake Nona)

    Work from home Full-time role

    Software Engineer

    Work from home Full-time role

    Application Engineer I/II

    Work from home Full-time role

    Bilingual Customer Service Representative - Claims Management Services (CMS)

    Work from home Full-time role

    [reputed company Audit Assistant

    Work from home Full-time role

    [Remote] Financial Analyst – Forecast & Planning

    Work from home Full-time role

    Customer Excellence Instructional Designer (Remote Eligible)

    Work from home Full-time role

    NVP of Agency reputed company (East Coast)

    Work from home Full-time role

    Director of International Growth

    Work from home Full-time role

    Automation Engineer

    Work from home Full-time role

    reputed company Remote Customer Service Expert – Delivering Exceptional Support and Exceeding Customer Expectations at arenaflex

    Work from home Full-time role

    [Remote] VP - Account Management

    Work from home Full-time role

    Director, Compliance - Remote

    Work from home Full-time role

    reputed company Full Stack Customer Support Specialist – Live Chat and Social Media Management for OnlyFans Creators

    Work from home Full-time role

    reputed company WebSphere Application Server (WAS) (Bangalore, KA, IN, 560100)

    Work from home Full-time role

    Remote CFO ($100k/yr)

    Work from home Full-time role