Certified Financial Planner

4 weeks ago

the woodlands, United States Carson Wealth Full time

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

    2 weeks ago

    The Woodlands, United States Talently Recruiting Full time

    Job Title: Certified Financial Planner / CFPLocation: The Woodlands, TXSalary: $125K-$185K DOE + bonus + benefitsSkills: Certified Financial Planner / CFP / Wealth PlannerAbout Company / Opportunity:We are looking for experienced Financial Advisor. Our top candidate will be team player and methodical business leader, working closely as a trusted advisor...

  • Certified Financial Planner

    2 weeks ago

    the woodlands, United States Talently Recruiting Full time

    Job Title: Certified Financial Planner / CFPLocation: The Woodlands, TXSalary: $125K-$185K DOE + bonus + benefitsSkills: Certified Financial Planner / CFP / Wealth PlannerAbout Company / Opportunity:We are looking for experienced Financial Advisor. Our top candidate will be team player and methodical business leader, working closely as a trusted advisor...

  • Certified Financial Planner

    1 week ago

    The Woodlands, United States Talently Recruiting Full time

    Job Title: Certified Financial Planner / CFPLocation: The Woodlands, TXSalary: $125K-$185K DOE + bonus + benefitsSkills: Certified Financial Planner / CFP / Wealth PlannerAbout Company / Opportunity:We are looking for experienced Financial Advisor. Our top candidate will be team player and methodical business leader, working closely as a trusted advisor...

  • Certified Financial Planner

    2 weeks ago

    the woodlands, United States Talently Recruiting Full time

    Job Title: Certified Financial Planner / CFPLocation: The Woodlands, TXSalary: $125K-$185K DOE + bonus + benefitsSkills: Certified Financial Planner / CFP / Wealth PlannerAbout Company / Opportunity:We are looking for experienced Financial Advisor. Our top candidate will be team player and methodical business leader, working closely as a trusted advisor...

  • Certified Financial Planner

    1 month ago

    The Woodlands, United States Carson Wealth Full time

    About 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

    2 weeks ago

    the woodlands, United States Carson Wealth Full time

    About 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

    1 month ago

    The Woodlands, United States Carson Wealth Full time

    About 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

    1 month ago

    The Woodlands, United States RecruitPod Global Full time

    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...

  • Certified Financial Planner

    4 weeks ago

    the woodlands, United States RecruitPod Global Full time

    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...

  • Certified Financial Planner

    1 month ago

    The Woodlands, United States RecruitPod Global Full time

    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...

  • Certified Financial Planner

    7 days ago

    The Woodlands, TX, United States Talently Recruiting Full time

    Job TitleCertified Financial Planner / CFPLocationThe Woodlands, TXSalary$125K-$185K DOE + bonus + benefitsSkillsCertified Financial Planner / CFP / Wealth PlannerAbout Company / OpportunityWe are looking for experienced Financial Advisor. Our top candidate will be team player and methodical business leader, working closely as a trusted advisor serving the...

  • Certified Financial Planner

    4 weeks ago

    the woodlands, United States RecruitPod Global Full time

    Job 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...

  • Master Planner

    4 days ago

    The Woodlands, United States Huntsman Full time

    Job Description:Master PlannerHuntsman Corporation is a publicly traded global manufacturer and marketer of differentiated and specialty chemicals. Our chemical products number in the thousands and are sold worldwide to manufacturers serving a broad and diverse range of consumer and industrial end markets. We operate more than 70 manufacturing, R&D and...

  • Supply Chain Planner

    4 weeks ago

    the woodlands, United States DSJ Global Full time

    The 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

    4 weeks ago

    The Woodlands, United States DSJ Global Full time

    The 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

    1 month ago

    The Woodlands, United States DSJ Global Full time

    The 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...

  • Senior Financial Analyst

    4 weeks ago

    The Woodlands, United States Woodforest Acceptance Solutions Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Woodforest Acceptance Solutions. As a key member of our financial planning and analysis team, you will be responsible for supporting corporate financial planning, forecasts, and analysis with operations and analytics.Key Responsibilities:Facilitate the development and...

  • Senior Financial Analyst

    3 weeks ago

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

    At 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...

  • Senior Financial Analyst

    3 weeks ago

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

    At 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...

  • Senior Financial Analyst

    3 months ago

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

    At 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...