Financial Planner

2 weeks ago


Houston, United States Oak Harvest Financial Group Full time

Financial Planner - CFP Required



Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our busy financial planning firm located in Houston, Texas is seeking an individual to perform diverse planning and administrative functions. The successful candidate will make an immediate contribution and can see the impact of their work day-to-day. If you are looking for an amazing career opportunity in a fast-paced environment, please apply today



The below job description outlines the responsibilities for the Certified Financial Planner.



This CFP will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building.



Minimum Requirements:

  • College degree preferred
  • 5-10 years of financial service experience required
  • CFP or ChFC; Life and Health Licensed; Series 65
  • Strong organizational, prioritization, interpersonal, and management skills
  • Strong mathematical and analytical skills
  • Excellent communication skills; both verbal and written
  • Proficient with MS Office Suite
  • Experience with CRM required
  • Strong Client Service skills, mentality, and attitude



This position also requires that you possess the following skills:

  • Personable attitude and willingness to build relationships with existing clients
  • Ability to explain complicated financial concepts in an easily understandable way
  • Familiarity with interpreting financial data (Profit and Loss, Balance Sheet, taxes) preferred
  • Very organized and strong attention to detail
  • Task and deadline driven
  • Desire to learn a wide array of subject matter a must
  • Team players willing to take initiative to help when needed
  • Self-starter who does not need to be micromanaged/ability to work independently
  • Problem-solving/troubleshooting ability will be necessary
  • Ability to prioritize and seek assistance in determining task priority
  • Willingness to take initiative and proactive follow up with clients
  • Ability and willingness to adapt to changing environment



Duties and Responsibilities include:

  • Learning about the business model from senior advisor
  • Building financial plans suited to the client’s needs
  • Meeting with clients on a regular basis via phone, in person, and email
  • Building rapport and cultivating existing relationships with clients
  • Extensively communicating with clients regularly concerning ongoing projects
  • Client Retention
  • Management of the Client Experience
  • Prospecting of current clients for Referrals and additional business



Salary and Benefits

  • $75-100K 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 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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