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Financial Planning Associate - Growth in Wealth Management

$70k - $85k

The Mather Group

The Mather Group seeks a detail-oriented Financial Planning Associate in Houston to support its wealth management team. The ideal candidate will excel in developing comprehensive financial plans, gather client data, and prepare compelling materials for meetings. Must have a Bachelor’s in a related field and relevant internship experience. The role requires a S65 license or willingness to obtain it. Compensation ranges from $70k to $85k, plus bonuses, with benefits including medical insurance, 401(k), and tuition assistance. #J-18808-Ljbffr

Vacancy posted 4 days ago
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