Associate Financial Planner
: Job Details :

Associate Financial Planner

Boutique Independent RIA

The Woodlands, TX

Overview

Established Independent Wealth Management firm seeks an Associate Financial Planner to collaborate with Lead Advisors in providing comprehensive wealth and investment management services to high net worth and ultra high net worth clientele.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele. On the planning side, they offer comprehensive financial planning services including retirement planning, estate and tax planning and risk management. Not a sales role. No portable book required.

Highlights

• Serve as the support Financial Planner for a sophisticated client base of high net worth individuals and families with extensive client contact
• Excellent opportunity for career development and advancement
• Ability to make an impact on the direction and growth of a boutique, independent RIA with a hands-on collaborative culture
• Competitive compensation package including significant base salary, bonuses, profit sharing, and excellent benefits

Requirements

• Bachelor's Degree
• 2-5+ years HNW Wealth Management firm experience
• CFP designation complete or underway, preferred
• Track record of adaptability, attention to detail, and accountability