Associate Financial Planner

2 weeks ago


Houston, United States Oak Harvest Financial Group Full time

ASSOCIATE FINANCIAL PLANNER



Position Overview

This is a sales and service support role supporting the Advisor and Senior Planner. Must be outgoing, friendly, possess a great work ethic, be detail oriented, and a team player.



Ideal Qualities

  • Ability to prioritize projects and manage time
  • Savvy customer service to include excellent communication; both verbal and written
  • Strong initiative for follow-through and follow up
  • Service and Sales support orientation
  • Demonstrated persistence to achieve quality
  • Strong organizational skills, detail oriented, proactive, and resourceful
  • Friendly, professional phone manner and enjoys working with a variety of clients
  • Reliable, with exceptional work ethic
  • Demonstration of maturity and poise under pressure
  • Being a team player with the flexibility to contribute as part of a team as well as independently
  • Ability to adapt to change



Responsibilities

  • Prepare of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client meetings
  • Utilize websites, software and other resources to obtain client and product information
  • Compare existing solutions to those currently available in the marketplace
  • Establish, organize and maintain detailed client files
  • Prepare client correspondence, including letters and email correspondence
  • Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate
  • Assist in client meetings
  • Assist in retaining, nurturing, growing and expanding client relationships
  • Lead communication campaigns and complete quarterly client calls to touch base
  • Client Onboarding assistance
  • Client gifting coordination and projects (special occasions/ Illness/ celebrations)



Minimum Requirements

  • 2+ years of administrative office experience in a fast-paced environment
  • Financial Industry experience. CFP preferred, or at least working on it. CFP must be completed within 3 years for career advancement.
  • Intermediate to advanced skills with MS Office Suite, specifically Excel
  • Desire to obtain long-term employment
  • Detail oriented
  • Positive attitude
  • Ability to excel in a team environment



Salary and Benefits

  • $60-75K salary first year plus commissions
  • Medical, Dental and Vision benefits, 401k, and generous PTO



Presented by Advisor Employee Services Thank you for your interest in the Associate Financial Planner role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today


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