Financial Planner

4 weeks ago


Houston, United States MKP Price & Co, PC Full time
Job DescriptionJob Description

Holistic Financial Planning

At Price Financial LLC and MKP-Price & Co., we specialize in holistic and comprehensive financial planning. We offer fiduciary level service to all our clients, and are dedicated to making sure that we analyze all aspects of financial planning when working on client goals.

We also specialize in delivering tax-alpha to clients, by evaluating tax implications in their investments and optimizing strategies for their tax return in any given year. With our team of CPA’s, CFP®’s and financial advisors, we are able to solve complicated wealth management and estate planning issues for clients. We are looking for a financial planning professional who complements our firm and shares our core values to help us maintain our high level of service.

What you'll need . . .

  • 3+ years of financial services experience
  • Bachelor’s degree
  • Exceptional interpersonal and relationship building skills
  • Attention to detail and organization
  • Experience with Emoney, Wealthscape and Envestnet preferred
  • Preferred - CFP® or CFP® candidate preferred
  • Preferred - tax experience
  • Preferred - Licensed FINRA Series 7, 66 or similar
  • Ability to commute to NE Houston/Humble area - this is not a remote position

What you will do . . .

  • Prepare for Client Meetings
  • Developing and Analyzing Financial Plans
  • Analyzing Investments and Making Tax-advantaged Recommendations
  • Maintaining Client Accounts & Relationships
  • Scheduling Appointments and Tasks
  • Organizing and Maintaining Files
  • Product and System Training
  • Maintain all necessary licenses and registrations as required

Benefits . . .

  • We offer large company benefits in a small company environment
  • Competitive salary with raises, commensurate with experience
  • 401(K) with match
  • PPO & HMO health insurance options, with optional FSA or HSA, and no wait period
  • Paid vacation and sick leave
  • Family-friendly office environment
  • Paid opportunities to further education and training
  • Great location with easy access to the Humble, Kingwood and Atascocita areas

Company Description

Price Financial LLC is a comprehensive financial services firm committed to helping individuals and businesses achieve and sustain long-term success. We are associated with the broker-dealer Avantax, and have access to world class companies and specialists, with a focus on tax savings. Our CPA practice has been located in the Lake Houston Area, serving the Humble/Kingwood/Atascocita area for over 40 years and is dedicated to community service and promoting local business.

 

 

 


  • Financial Planner

    1 day ago


    Houston, United States Ronald Blue & Co Full time

    Job Type Full-time Description This position is located at our Houston, TX office which is located at: 950 Echo Lane, Suite 430, Houston, TX 77024 The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client information, and integrates biblical principles into customized financial plans to help clients and their...

  • SCM Demand Planner

    4 weeks ago


    Houston, United States CareerBuilder Full time

    At Houston Methodist, the Supply Chain (SC) Management Demand Planner position is responsible for leading and coordinating inbound demand planning activities for a safe, efficient and cost-effective flow of supplies to Houston Methodist System's clinical and ancillary end users. These activities include, but are not limited to, forecasting future demand and...


  • Houston, United States Emcor Inc Full time

    *** NOTICE: This position is for PRINCIPALS ONLY. ***About Us: Ardent Services, LLC was formed in 2002 to provide professional electrical and instrumentation services. Ardent Services is a leading provider of high quality, power, control, and process automation services performed safely on time and on budget, as well as a premier provider of specialty...


  • Houston, Texas, United States Magellan Health Full time

    This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...


  • Houston, United States Magellan Health Full time

    This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at...


  • Houston, Texas, United States Magellan Health Full time

    This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...

  • Financial Advisor I

    2 weeks ago


    Houston, United States Frost Bank Full time

    Job Description It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you...


  • Houston, United States LyondellBasell Industries Full time

    Location: Houston, TX, US, 77010- Req ID: 85946- Facility: One Houston Center-130- Department: Inventory Plng & Sched, Olefins & Fuels- Division: Olefins and Polyolefins, Refining and SuLyondellBasell **Basic Function**: Supply Chain is a customer-focused Center of Excellence providing industry-leading service while delivering differential value to the...

  • Associate Buyer

    1 day ago


    Houston, United States At Home Stores LLC Full time

    Job Summary Associate Buyers are responsible for a select part of the Buyer's overall business and must drive the merchandise strategy and assortments for this part of the business with the goal of meeting or exceeding sales, margin and turn targets. An Associate Buyer, with support from the Buyer, is responsible for the purchase and negotiation of...

  • Inventory Planner II

    13 hours ago


    Houston, United States Lyondell Basell North America Full time

    LyondellBasell Basic Function Supply Chain is a customer-focused Center of Excellence providing industry-leading service while delivering differential value to the business, today and into the future.  We separate our Supply Chain functions into several areas; these include logistics, customer fulfillment, services, trade compliance, and support for...


  • Houston, Texas, United States Lyondell Basell North America Full time

    LyondellBasellBasic FunctionSupply Chain is a customer-focused Center of Excellence providing industry-leading service while delivering differential value to the business, today and into the future. We separate our Supply Chain functions into several areas; these include logistics, customer fulfillment, services, trade compliance, and support for business...


  • Houston, United States Bank of America Full time

    Job Description:Job DescriptionAt Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next...


  • Jbsa Ft Sam Houston, United States Magellan Health Full time

    This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at...


  • Houston, Texas, United States Bank of America Full time

    Job Description:Job DescriptionAt Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next...


  • Houston, United States Houston Housing Authority Full time

    DescriptionGENERAL SUMMARY The Financial Analyst of (REID) provides consulting services to the Houston Housing Authority under the direction of the Vice President. The Financial Analyst of REID will be active in all phases of affordable housing development and modernization including selecting developable sites, analyzing potential acquisitions,...


  • Houston, United States TechnipFMC Full time

    **Location**:Houston, TX, US **Employment type**:Employee **Place of work**:Office **Offshore/Onshore**:Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration - and we want you to be part of it. You’ll be joining a culture that...


  • Houston, United States Recruiting Industry Specific Experts, LLC Full time

    A Fee-Only, Comprehensive Wealth Management Firm is hiring an experienced Salaried Wealth Manager with a passion for building relationships and providing the highest level of service to clients. The Wealth Manager is an essential addition to their team to support their ongoing growth and long-term succession plan solution. They believe clients should always...


  • Houston, United States Recruiting Industry Specific Experts, LLC Full time

    A Fee-Only, Comprehensive Wealth Management Firm is hiring an experienced Salaried Wealth Manager with a passion for building relationships and providing the highest level of service to clients. The Wealth Manager is an essential addition to their team to support their ongoing growth and long-term succession plan solution. They believe clients should always...


  • Houston, United States Recruiting Industry Specific Experts, LLC Full time

    A Fee-Only, Comprehensive Wealth Management Firm is hiring an experienced Salaried Wealth Manager with a passion for building relationships and providing the highest level of service to clients. The Wealth Manager is an essential addition to their team to support their ongoing growth and long-term succession plan solution. They believe clients should always...


  • Houston, United States Recruiting Industry Specific Experts, LLC Full time

    A Fee-Only, Comprehensive Wealth Management Firm is hiring an experienced Salaried Wealth Manager with a passion for building relationships and providing the highest level of service to clients. The Wealth Manager is an essential addition to their team to support their ongoing growth and long-term succession plan solution. They believe clients should always...