Certified Financial Planner

3 weeks ago


The Woodlands, United States Carson Wealth Full time

Financial Planner

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




  • The Woodlands, United States Texas Children's Hospital Full time

    We are searching for a Medical Assistant II with our Outpatient Physical Medicine and Rehabilitation Woodlands location — someone who works well in a fast-paced setting. In this position, you'll provide direct and telephone nursing care, health teaching, patient advocacy, supervision and coordination of care given by others, and the coordination of...

  • Payroll Manager

    1 month ago


    The Woodlands, United States Vision Full time

    Payroll Manager The Payroll Manager, founded in The Woodlands, TX, will manage overseeing the organization’s payroll functions (full life cycle) to ensure prompt and correct processing for multiple business units. The incumbent will plan, direct, and coordinate all payroll functions in the payroll department. This role will supervise direct reports. -...


  • The Woodlands, United States NES Fircroft Full time

    Job Title – Turnaround (TAR/ TA) Cost Supervisor Job Type – Permanent, Full-Time Work Schedule – Hybrid Location – Houston, TX, Deer Park, TX The TAR Cost Supervisor plays a pivotal role in overseeing the development, implementation, and operation of a comprehensive cost control system within the Turnaround (TA) context. Leading a team of cost...


  • The Woodlands, United States NES Fircroft Full time

    Job Title – Turnaround (TAR/ TA) Cost Supervisor Job Type – Permanent, Full-Time Work Schedule – Hybrid Location – Houston, TX, Deer Park, TX The TAR Cost Supervisor plays a pivotal role in overseeing the development, implementation, and operation of a comprehensive cost control system within the Turnaround (TA) context. Leading a team of cost...


  • The Woodlands, United States NES Fircroft Full time

    Job Title – Turnaround (TAR/ TA) Cost Supervisor Job Type – Permanent, Full-Time Work Schedule – Hybrid Location – Houston, TX, Deer Park, TX The TAR Cost Supervisor plays a pivotal role in overseeing the development, implementation, and operation of a comprehensive cost control system within the Turnaround (TA) context. Leading a team of cost...


  • The Woodlands, United States NES Fircroft Full time

    Job Title – Turnaround (TAR/ TA) Cost Supervisor Job Type – Permanent, Full-Time Work Schedule – Hybrid Location – Houston, TX, Deer Park, TX The TAR Cost Supervisor plays a pivotal role in overseeing the development, implementation, and operation of a comprehensive cost control system within the Turnaround (TA) context. Leading a team of cost...

  • Financial Analyst

    3 days ago


    The Bronx, United States Ascendo Resources Full time

    Ascendo Resources is actively seeking a Financial Analyst for our client, a non-profit healthcare organization is located in the Bronx, NY 10463. This position would be an full time, fully onsite, and temp-to-perm. In this position you will be responsible for expense allocation, forecasting, financial analysis, and ensuring compliance with grant...


  • The Woodlands, United States SI Group Full time

    At SI Group, we aspire for all employees to live and work to their full potential. We foster a unique environment where each employee is empowered to create value for our business with a commitment to safety and compliance. We promote personal and professional success that aligns with productivity and extraordinary results. Become a Catalyst for Change and...

  • General Manager

    1 week ago


    The Woodlands, United States Urban Air Adventure Park Full time

    GENERAL MANAGER JOB SUMMARY Urban Air is seeking a General Manager to motivate, instill accountability, and achieve results to drive success while maintaining our fun culture! This person will provide overall leadership, vision, and direction on initiatives and operating standards while providing a positive atmosphere for guests and...

  • Marketing Manager

    3 days ago


    The Woodlands, United States SOLIBUS® Full time

    At SOLIBUS®, we are dedicated to empowering professionals and equipping them with the necessary tools and resources to help businesses overcome real challenges. We drive success through innovation, support, and financial empowerment, striving to leave a lasting impact in the sales and business world. Our core values of integrity, affordability,...

  • Marketing Manager

    4 days ago


    The Woodlands, United States SOLIBUS® Full time

    At SOLIBUS®, we are dedicated to empowering professionals and equipping them with the necessary tools and resources to help businesses overcome real challenges. We drive success through innovation, support, and financial empowerment, striving to leave a lasting impact in the sales and business world. Our core values of integrity, affordability,...

  • Tax Accountant

    1 day ago


    The Woodlands, United States Texas - Houston Full time

    Job Description - Tax Accountant (063741) Your Future Starts Here! Description Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock...


  • The Woodlands, United States Houston Methodist Primary Care Group Full time

    At Houston Methodist, the Multi-Site Senior Medical Assistant, (Multi-Site Sr. MA) position is responsible for working at multiple sites, within multiple specialties and service lines. The Multi-Site Sr. MA is responsible for providing high quality support of patient care and services, while functioning as an expert and demonstrating highly competent...

  • Finance Director

    5 days ago


    The Woodlands, United States Houston Methodist The Woodlands Hospital Full time

    At Houston Methodist, the Director Finance position is responsible for directing the financial operations and financial planning of assigned entity and ensures the smooth running of the hospital's finances through effective oversight of internal controls, reporting, policy implementation and improving financial processes. This position may also direct the...


  • The Woodlands, United States Memorial Hermann Health System Full time

    At Memorial Hermann, we pursue a common goal of delivering high quality, efficient care while creating exceptional experiences for every member of our community. When we say every member of our community, that includes our employees. We know that when our employees feel cared for, heard and valued, they are inspired to create moments that exceed...

  • Tax Accountant

    1 day ago


    The Woodlands, United States Woodforest National Bank Full time

    **Tax Accountant**-**063741** **Description** Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We...


  • The Woodlands, United States Memorial Hermann Health System Full time

    At Memorial Hermann, we pursue a common goal of delivering high quality, efficient care while creating exceptional experiences for every member of our community. When we say every member of our community, that includes our employees. We know that when our employees feel cared for, heard and valued, they are inspired to create moments that exceed...

  • Senior Tax Analyst

    1 week ago


    The Woodlands, United States Kraton Performance Polymers Inc. Full time

    Make a +Difference at Kraton! At Kraton, we make a Positive Difference, and we are looking for individuals who are also looking to make a difference in their jobs, for our customers and to the world. We are looking to hire a key member of our Finance team at our location located in The Woodlands, Texas. The Senior Tax Analyst will perform key tax actions...


  • The Woodlands, United States Houston Methodist The Woodlands Hospital Full time

    At Houston Methodist, the Chaplain position is responsible for providing spiritual care to meet the spiritual, religious, and emotional needs of Houston Methodist patients and their family members. This position provides spiritual care support for Houston Methodist employees, visitors and physicians and position makes spiritual care visits with patients to...

  • Planning Consultant

    2 weeks ago


    The Villages, United States Fidelity Investments Full time

    Job Description: Investor Center Planning Consultant Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client...