We are an independent financial planning firm in Bellaire, Texas. The successful candidate will be a highly motivated self-starter who is interested in making a difference in the lives of clients. We seek an individual willing to take initiative and seize opportunities to grow with the business. We seek an individual who can work full time in the office.
We work primarily with people who are retired or who are retiring soon. Our practice is largely focused upon helping clients pay less tax and not outlive their money.
Position Duties and Responsibilities:
Maintain ongoing relationships with existing clients
Process new account paperwork
Process distributions, Roth conversions, and other transactions
Respond to client inquiries
Scheduling meetings with clients
Assist clients with website access, password resets, etc
Prepare for and follow up on client meetings
Responsible for meeting compliance requirements
Assist with administrative and marketing duties
Potential to become a financial advisor
Qualifications:
Bachelor's Degree preferred
Active 7, 63 and 65, or Series 7 and 66 preferred
Texas Insurance License ideal
3 years or more experience in financial services
Excellent written and oral communication skills
Ability to prioritize tasks and meet deadlines
Strong client service orientation
Outgoing, friendly personality a plus
Familiarity with NFS, Redtail, and Emoney a plus
Must be able to pass a background check including fingerprinting.
Compensation:
$50,000 - $75,000 depending upon skill and experience
Employer pays 100% of employee health and dental
401(k) with match
Profit Sharing Plan
Discretionary Quarterly Bonus
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
Industries
Primary and Secondary Education and Non-profit Organizations
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