Contact Us 877.823.3669

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 nwalston@snibanking.com for immediate consideration.