Certified Financial Planner
1 week ago
About the Company
At Carson Wealth, we are focused on innovation in the wealth management industry. Carson is one of the fastest-growing RIAs in the country, and our dedication is to putting clients first. Our technology makes our client experience second to none, and we are continually enhancing the value we bring to our clients.
We are currently looking for a Financial Planner for our office in The Woodlands, Texas.
Please note: All applicants must submit a current resume and a cover letter detailing why they are a good fit for this position.
Compensation is commensurate with experience. Carson Wealth offers our staff a robust menu of benefits, including 401(k), health insurance, paid time off, multiple paid holidays, and life insurance.
Who We Want:
The Financial Planner position directly supports one or more Wealth Advisors. The planner partners with the advisor to prepare, deliver and present high-quality, comprehensive plans and reviews for both prospects and clients. We are looking for someone analytical, tenacious, accountable, collaborative, and resourceful. The ideal candidate takes the initiative, works autonomously, and demonstrates follow-through on all projects.
Position Summary
You will partner with a team of financial planning specialists and CFP practitioners to deliver an exceptional planning experience for all clients.
We are seeking a Financial Planner who is collaborative, has strong technical skills, effective communication skills, excellent organizational and critical thinking skills, and excels in a fast-paced, high-volume environment.
Essential Job Functions
· Utilize the seven steps of the financial planning process outlined for CFP® practitioners
· Planning areas: cash flow, tax planning, major purchase planning, asset allocation planning, risk management, retirement planning, business planning, estate planning
- Input data into financial planning software
- Draft/review custom financial planning advice
- Present financial plans without supervision
- Implement financial planning advice
- Collaborate with other planning team members to create and implement best practices.
- Tax Planning
Other Job Functions
· Firm Support
- Researching financial planning topics
- Attend and participate in marketing events
- Serve as a financial planning subject matter expert
- Participate in training software and other wealth plan systems
- Collaborate with other financial planners
- Assist/Lead monthly Wealth Advisor/Financial Planning meetings.
- Future opportunity to oversee and organize a team of financial planners
Knowledge, Skills, and Abilities
- Minimum of five (5) years of relevant experience
- Bachelor’s degree required
- CFP® practitioner
- A CPA designation is a plus
- Minimum of 5 years of experience in the financial industry
- Money Guide Pro and Salesforce experience a plus
- Microsoft Office Suite – Intermediate
- Superior client service skills
- Drive for professional growth
- Excellent phone and personal communication skills
-
Certified Financial Planner
7 days ago
The Woodlands, United States Carson Wealth Full timeAbout the CompanyAt Carson Wealth, we are focused on innovation in the wealth management industry. Carson is one of the fastest-growing RIAs in the country, and our dedication is to putting clients first. Our technology makes our client experience second to none, and we are continually enhancing the value we bring to our clients.We are currently looking for...
-
Certified Financial Planner
4 days ago
The Woodlands, United States RecruitPod Global Full timeWho We Want:The Financial Planner position directly supports one or more Wealth Advisors. The planner partners with the advisor to prepare, deliver and present high-quality, comprehensive plans and reviews for both prospects and clients. We are looking for someone analytical, tenacious, accountable, collaborative, and resourceful. The ideal candidate takes...
-
Certified Financial Planner
4 days ago
The Woodlands, United States RecruitPod Global Full timeWho We Want:The Financial Planner position directly supports one or more Wealth Advisors. The planner partners with the advisor to prepare, deliver and present high-quality, comprehensive plans and reviews for both prospects and clients. We are looking for someone analytical, tenacious, accountable, collaborative, and resourceful. The ideal candidate takes...
-
Certified Financial Planner
1 day ago
The Woodlands, United States Carson Wealth Full time{"title": "Financial Planning Opportunity at Carson Wealth", "content": "About the RoleWe are seeking a highly skilled Financial Planner to join our team at Carson Wealth. As a Financial Planner, you will partner with our Wealth Advisors to deliver comprehensive financial plans and reviews to our clients.Key Responsibilities:Prepare and present high-quality...
-
Certified Financial Planner
12 hours ago
the woodlands, United States RecruitPod Global Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Planner to join our team at RecruitPod Global. As a Financial Planner, you will partner with our Wealth Advisors to deliver high-quality, comprehensive financial plans and reviews to our clients.Key ResponsibilitiesUtilize the seven steps of the financial planning process to create...
-
Certified Financial Planner
1 day ago
The Woodlands, TX, USA, United States Carson Wealth Full timeAbout Carson WealthWe are a leading wealth management firm dedicated to delivering exceptional client experiences through innovative technology and personalized service.Our team is passionate about helping individuals and families achieve their financial goals, and we are seeking a talented Financial Planner to join our team in The Woodlands, Texas.Job...
-
Associate Financial Planner
3 weeks ago
the woodlands, United States Waterway Wealth Management Full timeWaterway Wealth Management is a fee only financial planning and investment firm located in The Woodlands, TX. At Waterway, we are a small, collaborative office committed to creating a fulfilling work environment that fosters both personal and professional growth. Our team works together to best serve our clients, upholding values like accountability,...
-
Associate Financial Planner
1 week ago
The Woodlands, United States Waterway Wealth Management Full timeWaterway Wealth Management is a fee only financial planning and investment firm located in The Woodlands, TX. At Waterway, we are a small, collaborative office committed to creating a fulfilling work environment that fosters both personal and professional growth. Our team works together to best serve our clients, upholding values like accountability,...
-
Associate Financial Planner
3 weeks ago
The Woodlands, United States Waterway Wealth Management Full timeWaterway Wealth Management is a fee only financial planning and investment firm located in The Woodlands, TX. At Waterway, we are a small, collaborative office committed to creating a fulfilling work environment that fosters both personal and professional growth. Our team works together to best serve our clients, upholding values like accountability,...
-
Associate Financial Planner
3 weeks ago
The Woodlands, United States Waterway Wealth Management Full timeWaterway Wealth Management is a fee only financial planning and investment firm located in The Woodlands, TX. At Waterway, we are a small, collaborative office committed to creating a fulfilling work environment that fosters both personal and professional growth. Our team works together to best serve our clients, upholding values like accountability,...
-
Financial Solutions Advisor
4 weeks ago
The Woodlands, United States Bank of America Full timeAbout the Role:This is an exciting opportunity to join Bank of America as a Merrill Financial Solutions Advisor, where you will play a key role in helping high-net worth clients achieve their financial goals. As a Financial Solutions Advisor, you will be responsible for working with clients to identify their needs, develop relationships, and provide tailored...
-
Financial Solutions Advisor
4 weeks ago
The Woodlands, United States Bank of America Full timeAbout the Role:This is an exciting opportunity to join Bank of America as a Merrill Financial Solutions Advisor, where you will play a key role in helping high-net worth clients achieve their financial goals. As a Financial Solutions Advisor, you will work closely with clients to understand their needs, develop relationships, and provide tailored investment...
-
Financial Solutions Advisor
4 weeks ago
The Woodlands, United States Bank of America Full timeAbout the Role:This is an exciting opportunity to join Bank of America as a Merrill Financial Solutions Advisor, where you will play a key role in helping high-net worth clients achieve their financial goals. As a Financial Solutions Advisor, you will be responsible for working with clients to identify their needs, develop relationships, and provide tailored...
-
Supply Chain Planner
2 days ago
The Woodlands, United States DSJ Global Full timeThe Supply Chain Planner will play a pivotal role in optimising our supply chain operations, ensuring seamless coordination of materials, production, and distribution to meet business objectives. This position requires a strong understanding of supply chain principles, exceptional analogical skills, and the ability to thrive in a fast-paced, dynamic...
-
Supply Chain Planner
3 days ago
The Woodlands, United States DSJ Global Full timeThe Supply Chain Planner will play a pivotal role in optimising our supply chain operations, ensuring seamless coordination of materials, production, and distribution to meet business objectives. This position requires a strong understanding of supply chain principles, exceptional analogical skills, and the ability to thrive in a fast-paced, dynamic...
-
Financial Planning Associate
1 day ago
The Woodlands, TX, USA, United States Waterway Wealth Management Full timeWaterway Wealth Management is a fee-only financial planning and investment firm dedicated to delivering exceptional client experiences. Our collaborative office fosters personal and professional growth, upholding values like accountability, integrity, and honesty.We are seeking an Associate Financial Planner with 3-5 years of industry experience. The ideal...
-
Senior Financial Analyst
2 months ago
The Woodlands, United States Houston Methodist The Woodlands Hospital Full timeAt Houston Methodist, the Senior (Sr.) Financial Analyst position is responsible for maintaining and performing complex data analysis related to the clinical or financial performance of the assigned entity or hospital and/or contractual relationship. The Sr. Financial Analyst is also responsible for independently compiling and reporting information as...
-
Distribution Planner, Outlet
3 weeks ago
The Colony, Texas, United States Williams-Sonoma Full timeAbout the RoleWe're seeking a skilled Distribution Planner to join our Inventory Management Team. As a key member of our organization, you'll play a critical role in driving sales, managing inventory turn, and meeting financial targets.Key ResponsibilitiesManage allocation functions, systems, and processes to maintain optimal store inventory...
-
Supply Chain Optimization Specialist
1 day ago
The Woodlands, United States DSJ Global Full timeJob Title: Supply Chain PlannerThe Supply Chain Planner will play a pivotal role in optimizing our supply chain operations, ensuring seamless coordination of materials, production, and distribution to meet business objectives. This position requires a strong understanding of supply chain principles, exceptional analytical skills, and the ability to thrive in...
-
Supply Chain Planner
4 weeks ago
The Woodlands, United States Infotree Global Solutions Full timeJob RequirementsAcademic Background (for performing function) Courses/ Specific Knowledge / Languages (for performing function)• Bachelor's degree in Supply Chain Management, Logistics, Business, or a related field. Master’s degree is a plus.• Certification in Production and Inventory Management (CPIM) and/or Certified Supply Chain Professional (CSCP)...