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Financial planner Jobs in Houston, TX
Financial Planner
pearlrecruiterHouston, TX, us- Promoted
Entry Level Financial Planner
GFI - Katy, TXHouston, TX, United States- Promoted
- New!
Production Planner
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Principal Planner
McDermott International, Ltdhouston, TX, United States- Promoted
Maintenance Planner
Country Pure FoodsHouston, TX, USPlanner
SMADallas County, TX, United StatesPlanner
Celeros Flow TechnologyHouston, TX, US- Promoted
Vacation Planner
STWHJHouston, TX, US- Promoted
Land Planner
BGE, Inc.Houston, TX, United States- Promoted
Discipline Workface Planner
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Logistics Planner
SyscoHouston, TX, United StatesCapacity Planner (Supply Planner)
WestlakeHouston, Texas, United States- Promoted
Sr. Planner / Buyer
AlconHouston, TX, United States- Promoted
Senior Environmental Planner
SWCA Environmental ConsultantsHouston, TX, United States- Promoted
Production Planner
TES Recruiting SolutionsHouston, TX, United States- Promoted
Logistics Planner
SGF GlobalHouston, TX, United States- Promoted
Maintenance Planner
CPSHouston, TX, United StatesPlanner
PetroplanTexas- Promoted
Planner / Scheduler (P6)
Equity Staffing GroupHouston, TX, United States- Promoted
Buyer Planner II
ZipRecruiterHouston, TX, United StatesFinancial Planner
pearlrecruiterHouston, TX, us- Full-time
Job Description
Nationally ranked RIA is seeking Financial Planner. On site in Houston, City Center.
What we expect :
- Financial plan development
- Technical expertise in financial & tax planning, risk management, estate and other wealth management issues
- Research and coordinate with industry and other contacts to identify and plan for emerging financial planning issues
What you can expect :
Requirements
Benefits
Company Benefits
Safe Harbor 401(k) Plan
Safe Harbor 401(k) Plan with Company Match. (100% match on the first 3% saved, plus 50% match on the next 2% saved.) Participants are vested immediately upon the date of hire, and are immediately eligible to participate in the Plan.
Group Health Insurance
Group health insurance policy with Blue Cross Blue Shield of Texas to eligible full-time employees, beginning at the first of the month following date of hire.
Long-Term Disability Insurance
The Firm provides eligible full-time employees with long-term disability insurance. The premiums for this insurance are paid by the Firm.
Vacation policy
Vacation days are pro-rated during the first year of employment.
Sick Leave
Requirements
Comfortable Communicating with High Net-Worth Clients Works Well in a Collaborative Team Environment Desires to Manage Client Relationships Detail-Oriented Shows Initiative to Grow as a Professional Experience and Education 3 - 5+ years of Experience in the Industry and working towards their CFP® Strong Organization skills and proficiency with MSOffice 365 (Excel, Word, Outlook, PowerPoint) Bachelor’s degree in Finance, Accounting, or related Business degree