Financial Planning Specialist

3 weeks ago


Houston, Texas, United States Crestmont Private Wealth Full time

Crestmont Private Wealth is seeking a highly skilled Certified Financial Planner (CFP) to join our team. As a key member of our team, you will be responsible for delivering client-centric service and contributing to our mission-led, core values-focused firm.

Responsibilities:
  • Provide financial planning services to clients
  • Develop and maintain strong relationships with clients
  • Collaborate with team members to achieve business objectives
  • Stay up-to-date with industry developments and best practices

Requirements:

  • CFP certification
  • Minimum of 5 years of experience in a client-facing role
  • Strong communication and interpersonal skills
  • Ability to explain complex financial concepts in a clear and concise manner

Benefits:

  • 4% 401(k) matching
  • Fully paid medical insurance
  • Dental and vision coverage
  • 5 weeks of paid time off
  • 13 paid holidays

Crestmont Private Wealth is an equal opportunity employer and is committed to being an employer of choice through forward-thinking practices.



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