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Financial Planner in West University Place, TX at SNI Financial

Date Posted: 2/5/2020

Job Snapshot

Job Description

Our client, a financial advisory firm is seeking a driven, detailed orientated and passionate Associate Financial Planner who takes pride in delivering an exceptional experience for every client across the organization.
Responsibilities include:

  • Assist in preparation of financial plans for clients
  • Manage pre-client meeting activities
  • Manage post-client meeting tasks in a timely manner
  • Evaluate clients current investments, assist in development of recommendations and presentation to clients
  • Demonstrate a high level of quality service to clients and responding promptly to their needs

The ideal candidate will have 3+ years of planning experience in a small wealth management firm, with a Bachelor's degree with a Business, Accounting, Economics or Finance focus. Basic understanding of financial planning for high net worth clients. CFP, CPA or ChFC preferred or working towards certification.

Please respond with your resume to for immediate consideration.