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Financial planning analyst Jobs in Houston, TX

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Financial planning analyst • houston tx

Last updated: 15 hours ago

Financial Planning Analyst

Murray ResourcesHouston, TX, US
$65,000.00 yearly
Permanent
Quick Apply

A fast-growing, award-winning wealth management firm is seeking a.This role offers a clear path to transition into an advisory role as an Associate Wealth Manager within 24-36 months, with technica... Show more

Senior Financial Analyst - Corporate Planning

Chord EnergyHouston, TX, United States
Full-time

The Chord Energy Finance Department is seeking a senior financial analyst to support the company's corporate planning efforts.This is a unique opportunity for candidates with a finance or investmen... Show more

Senior Business System Analyst, Financial Planning & Platforms

FluenceHouston, TX, United States
Full-time

Senior Business Systems Analyst, Financial Planning & Platforms.Fluence is seeking a Senior Business Systems Analyst, Financial Planning & Platforms to support and enhance our enterprise planning e... Show more

Financial Planning Analyst

Willis Johnson WealthHouston, TX, US
$65,000.00 yearly
Full-time
Quick Apply

We are currently pursuing a Financial Planning Analyst that can transition into an advisory role to become an Associate Wealth Manager within 24-36 months.The role of the Financial Planning Analyst... Show more

Sr. Financial Planning & Analysis Analyst

Spruce PowerHOUSTON, TX, US
Full-time
Quick Apply

Financial Planning & Analysis Analyst Spruce Power, a leading provider of solar energy to over 53,000 customers, is the nation’s #1 independent residential solar servicing company, and of... Show more

Financial Planning and Analysis Analyst

Main Street Capital CorporationHouston, TX, United States
Full-time

Main Street Capital Corporation (NYSE:MAIN) is a publicly traded principal investment firm with over $8.Main Street primarily provides customized long-term debt and equity capital solutions to lowe... Show more

Sr. Financial Planning & Analysis Analyst

Energy Service ExpertsHouston, TX, United States
Full-time

Financial Planning & Analysis Analyst.The Senior FP&A Analyst plays a critical role in driving financial planning, forecasting, and strategic analysis across the organization.This position partners... Show more

Financial Planning & Analysis Manager

StewartHouston, TX, United States
Full-time

Collects, analyzes, monitors, and reports on the organization's financial matters, managing and ensuring compliance with the organization's financial policies, professional standards and all laws.R... Show more

Financial Planning & Analysis Analyst

Marlen & AssociatesHouston, TX, United States
Full-time

Small oil and gas portfolio company seeking an FP&A analyst to join a growing team.This is a great opportunity to work closely with the CFO in diversifying your experience!.Support existing ass... Show more

FP&A Analyst (Financial Planning & Analysis)

PanelmaticHouston, TX, US
Full-time
Quick Apply

Panelmatic was founded in 1957 in Youngstown, OH to serve manufacturing industries with the design and building of custom electrical, instrument, and pneumatic control panels.Our business has suffi... Show more

FINANCIAL PLANNING & REPORTING MANAGER

Nabors IndustriesHouston, TX, United States
Full-time

Financial Planning And Reporting Manager.The Financial Planning and Reporting Manager will assist the Controller to provide timely and accurate financial analysis/reporting and complete quarterly/a... Show more

Financial Planning, Senior Director

Oppenheimer & Co. Inc.Houston, TX, United States
$130,000.00 yearly
Full-time

Senior Director Financial Planning.Senior Director to join our Financial Planning team within the Asset Management Department.The Senior Director is responsible for serving as a value-added extensi... Show more

Financial Planning Analyst

Belmont VillageHouston, TX, United States
Full-time

Financial Analyst FP&A Belmont Village Senior Living Corporate.Belmont Village Senior Living is hiring a Financial Analyst (FP&A) to join our Corporate Finance team in Houston, Texas.This highly vi... Show more

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Financial Planning Analyst

Belmont Village Senior Living CorporateHouston, TX
Full-time

Belmont Village Senior Living Corporate -.Belmont Village Senior Living is hiring a.Corporate Finance team in Houston, Texas.This highly visible role supports financial planning and analysis, budge... Show more

Financial Planning and Analysis Analyst

Search ServicesBellaire, TX, US
Full-time
Quick Apply

Our Client is a leading private equity firm based in Houston with a strong investment platform and a commitment to operational excellence.This is an opportunity to join a high-performing environmen... Show more

Financial Analyst

Occidental PetroleumHouston, TX, United States
Full-time

Oxy produces, markets and transports oil and natural gas to maximize value and provide resources fundamental to life.The company leverages its global leadership in carbon management to advance lowe... Show more

Financial Planning Analyst

RelaDyne LLCHouston, TX, United States
Full-time

We're looking for a Financial Planning Analyst to provide analytical and financial support to senior leadership.In this role, you'll deliver insights that improve operational performance, support s... Show more

Budget Analyst IV - Financial Planning & Analysis (FP&A)

Houston StaffingHouston, TX, United States
Full-time

Welcome to the City of Houston's Finance Department.Our Financial Planning and Analysis Division is responsible for development and management of the City budget and the Five-Year Plan.We play a ke... Show more

Financial Analyst Corporate Financial Planning & Analysis Salt Lake City or Houston

Zions BankHouston, TX, United States
Full-time

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets.Zion... Show more

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Financial Planning Analyst

Financial Planning Analyst

Murray ResourcesHouston, TX, US
11 days ago
Salary
$65,000.00 yearly
Job type
  • Permanent
  • Quick Apply
Job description
A fast-growing, award-winning wealth management firm is seeking a Financial Planning Analyst to join the team. This role offers a clear path to transition into an advisory role as an Associate Wealth Manager within 24-36 months, with technical training and one-on-one mentoring from Wealth Managers along the way. The Financial Planning Analyst is responsible for supporting Wealth Managers on financial strategies, plans, and projects while serving as the first point of contact for clients.

Salary + Additional Benefits:
  • $65,000–$80,000, plus quarterly bonuses based on company and personal performance
  • Total Compensation Range with Bonus: $80,000–$120,000
  • 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure
  • Opportunity to buy into and become an owner in the firm over time for top performers
  • 11 paid holidays and 15 PTO days
  • Employer-paid health, dental, and vision insurance premiums for individuals and families
  • Employer HSA contributions
  • Employer-paid life and long-term disability insurance

Location: Houston, TX
Type of Position: Direct hire

Responsibilities:
  • Input data into financial planning software.
  • Prepare comprehensive financial plans, reviews, reports and client presentations.
  • Prepare Wealth Managers and staff in advance to client meetings.
  • Assist with the management of assigned client cases, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completion.
  • Attend client meetings, take detailed notes, prepare follow-up emails, debrief and assign appropriate actions to staff.
  • May perform basic investment research and research client's company benefits.
  • Attend weekly Wealth Management meetings and bi-monthly Investment meetings.
  • Assist with client service and operations.

Requirements:
  • Bachelor's degree in Finance, Business, Accounting or Financial Planning required
  • Master's or Graduate degree preferred (Masters in Finance, JD, MBA)
  • One to three years working experience, or internship in similar industry
  • Currently pursuing either CFP, CFA, or CPA designation
  • Currently possess or pursuing the Series 65 securities licenses
  • Strong technical and interpersonal skills
  • Confident, poised and professional in appearance
  • Ability to take on creative challenges and manage workload on tight deadlines
  • Ability to collaborate and contribute to a team environment
  • Experience in eMoney, Redtail CRM, and Orion software systems preferred
  • Must be willing to relocate to Houston, TX

Due to the high volume of applications we typically receive, we regret that we are not able to personally respond to all applications. However, if you are invited to take the next step in the process, you will typically be contacted within one week of submitting your application.

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