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Associate Financial Planner

Houston, TX 77027-3210

Posted: 02/22/2019 Employment Type: Direct Hire Industry: Financial Services Job Number: 13923

Associate Financial Planner
Our client, located in the Galleria area of Houston, TX is in need of an Associate Financial Planner for their firm. This is a direct hire opportunity with a great organization. 

Company Profile:
Small established financial services firm
Family culture
Work hours are 7: 30 to 4pm M-TH, and 7: 30 to 3pm on Fridays

Your Role:
If you are wanting to get your career in Financial Planning started with a reputable firm, but want to learn the business from the ground up without having the pressure of immediately starting cold calling prospects and build a book of business, this could be the role for you!
This role will give you the foundation to successfully advance through the career path to Financial Planner and allow you to get the required FINRA registrations, state insurance licenses and CFP certification.
Participate in planning meetings and be in direct communication with Senior Advisor regarding work in progress
Create financial plans and retirement projects for clients
Will work with MoneyGuide Pro to prepare plans that are easily understood by the client
Prepare portfolio reviews, cost basis reports investment research and risk questionnaires
Assist with client communication, agendas, summary letters, recommendations and client reports

Background Profile:
Bachelor’ s degree is required
Will consider candidates who have completed the coursework for the CFP Certification and those who have passed it
Must be able to pass the FINRA licensing (7 and 63) within the first 6 months of employment and will have 2 years to complete the CFP certification exam
Previous experience with MoneyGuide Pro would be ideal, but is not required
MUST be very organized and a team player with a positive attitude
Previous internships in the industry would be ideal
Must have the desire to work for a smaller firm

Features and Benefits:
2 weeks’ vacation
2 weeks sick time
Healthcare – 85% of premium paid by company
401K with safe harbor match
Health savings account with $1, 500 contributed by employer
Performance bonuses
$1, 000 educational benefit

Disclaimer: sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
FINRA, CFP, financial

Chance Dower

Chance Dower, an alumnus of the University of Texas of the Permian Basin, joined Frontline Source Group in 2010 as a full-desk recruiter and key account manager. Now our Vice President of Talent Development, Chance has over 10 years of experience in the staffing industry specializing in C-Suite, Oil & Gas, and IT positions, as well as managing multiple branches throughout Texas and Tennessee. He has developed relationships with organizations and job seekers across the country, and Chance is ready to provide those resources for your search! Because every company is different, Chance goes beyond just a job description to find candidates who are the skill and culture fits for your particular needs.

If you are ready to find the next great addition to your team, let Chance be your first call! 

Our process is designed to save you time. There’s no need to come in to register. All you need to do is submit your resume through the “Search Jobs” link or the “Upload Resume” link. If you are a fit for this role, and have additional questions, please reach out to Chance directly below. 

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