A fast-growing, award-winning wealth management firm is seeking a Financial Planning Analyst to join the team. This role offers a clear path to transition into an advisory role as an Associate Wealth Manager within 24-36 months, with technical training and one-on-one mentoring from Wealth Managers along the way. The Financial Planning Analyst is responsible for supporting Wealth Managers on financial strategies, plans, and projects while serving as the first point of contact for clients.

Salary + Additional Benefits:

• $65,000-$80,000, plus quarterly bonuses based on company and personal performance
• Total Compensation Range with Bonus: $80,000-$120,000
• 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure
• Opportunity to buy into and become an owner in the firm over time for top performers
• 11 paid holidays and 15 PTO days
• Employer-paid health, dental, and vision insurance premiums for individuals and families
• Employer HSA contributions
• Employer-paid life and long-term disability insurance

• Input data into financial planning software.
• Prepare comprehensive financial plans, reviews, reports and client presentations.
• Prepare Wealth Managers and staff in advance to client meetings.
• Assist with the management of assigned client cases, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completion.
• Attend client meetings, take detailed notes, prepare follow-up emails, debrief and assign appropriate actions to staff.
• May perform basic investment research and research client's company benefits.
• Attend weekly Wealth Management meetings and bi-monthly Investment meetings.
• Assist with client service and operations.

• Bachelor's degree in Finance, Business, Accounting or Financial Planning required
• Master's or Graduate degree preferred (Masters in Finance, JD, MBA)
• One to three years working experience, or internship in similar industry
• Currently pursuing either CFP, CFA, or CPA designation
• Currently possess or pursuing the Series 65 securities licenses
• Strong technical and interpersonal skills
• Confident, poised and professional in appearance
• Ability to take on creative challenges and manage workload on tight deadlines
• Ability to collaborate and contribute to a team environment
• Experience in eMoney, Redtail CRM, and Orion software systems preferred
• Must be willing to relocate to Houston, TX