Wealth Planning Manager
JCW Group
We're recruiting on behalf of a fee-only RIA in the Houston area seeking an experienced Wealth Management Planning Manager to join their growing team. The Role You’ll oversee the financial planning function, managing a team of planners and client service associates while maintaining direct involvement in client plan development and delivery. This is a hands‑on management role with both team leadership and client‑facing responsibilities. Responsibilities Manage and mentor a team of financial planners Prepare and review comprehensive financial plans (retirement, tax, estate, cash flow, insurance) Collaborate with lead advisors on complex planning scenarios Establish and maintain planning workflows and best practices Participate in client meetings to present planning recommendations Qualifications CFP required; CPA, CPWA, or RICP a plus 7+ years of financial planning experience in an RIA or wealth management setting Supervisory or team lead experience required Experience with planning softwares such as eMoney, MoneyGuidePro, or similar planning software Strong knowledge of tax, retirement distribution, and estate planning strategies #J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Planning Manager in The Woodlands, TX vacancy
- ...Beusa Energy Group in The Woodlands, TX is looking for an Asset Manager to oversee the performance of assets while ensuring compliance with maintenance codes. This full-time role demands strong mechanical field experience and the ability to coordinate effectively with...SuggestedFull time
Beusa Energy Group
The Woodlands, TX17 hours ago - ...AMP - Accelerated Mobile Power is hiring an Asset Manager at their The Woodlands Corporate Office. The role focuses on coordinating asset projects, ensuring compliance with industry codes, and optimizing equipment performance. The ideal candidate should have extensive...SuggestedWork at office
AMP - Accelerated Mobile Power
The Woodlands, TX17 hours ago - ...Overview As a Principal Real Estate Technology Program Manager at HP, you will own turning workplace technology strategy into capabilities that are delivered, adopted, and scaled across the global real estate portfolio. This role drives a portfolio of innovative workplace...Suggested
HP
Shenandoah, TX5 days ago - ...Description: Responsibilities Oversight, development, and management of company's fixed asset program Coordinate with procurement... ..., health / medical / ancillary benefits, and 401(k) retirement plan sponsorship. Requirements: Qualifications Working...SuggestedFull timeWork experience placementFor subcontractor
FORCE PRESSURE CONTROL LLC
Spring, Montgomery County, TX25 days ago $81.5k - $187.5k
...OEM Business Planning & Strategy Manager This role has been designed as "Onsite" with an expectation that you will primarily work from an HPE office. Hewlett Packard Enterprise is the global edge-to-cloud company advancing the way people live and work. We help companies...SuggestedWork experience placementWork at officeLocal areaImmediate startHewlett Packard Enterprise
Spring, Montgomery County, TX8 days ago$130.7k - $205.2k
...Yesterdayjob requisition id: 3161812IT Asset Disposition Operations Manager**Description -**## Job SummaryThe IT Asset Disposition... ...consumer devices* Advanced understanding of demand and supply planning processes and strategy, particularly within reverse logistics and...Full timeTemporary workLocal areaRelocationFlexible hoursShift workHewlett Packard Enterprise
Spring, Montgomery County, TX3 days ago$25 per hour
...Seldin Company is seeking an Assistant Property Manager at Oakwood Trails apartment community in Spring, TX . This is a LIHTC property... ...Vision Insurance Health Savings Account (HSA) Flexible Spending Plan (FSA) 401 (K) with Employer Match Paid Holidays & Time Off Paid...Casual workFlexible hoursSeldin
Spring, Montgomery County, TX17 hours ago- ...Woodlands, TX to assist clients in achieving their financial goals through personalized planning. In this role, you will grow your client base, build tailored financial plans, and manage relationships at every life stage. Ideal candidates possess entrepreneurial ambitions...
Northwestern Mutual
The Woodlands, TX3 days ago - ...HPI Real Estate Services and Investments is looking for a Senior Assistant Property Manager to support the management of commercial, retail, and industrial properties. This role requires at least 3 years of experience in commercial real estate management and proficiency...
HPI Real Estate Services and Investments
Spring, Montgomery County, TX10 hours ago - ...Summit Property Management (Texas) is hiring an experienced Multi‑Site Community Manager in Spring, Texas. Community Manager Responsibilities The Community Manager manages core business processes, including but not limited to staffing, leasing, resident relations, marketing...
Summit Property Management LLC
Spring, Montgomery County, TX1 day ago $57.5k
...A community management company is seeking a Property / Community Manager to oversee HOA communities in Texas. This role requires a positive attitude and at least 8 years of experience in a proactive professional setting. Responsibilities include managing vendor relationships...Spectrum Association Management
The Woodlands, TX4 days ago$26.88 - $35.83 per hour
...handling real estate transactions by establishing new escrow accounts, managing funds, processing documents for closings, and completing... ...benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.Hourly payWork at officeFirst American Financial Company
The Woodlands, TX2 days ago- ...The Chronicle Of Higher Education, Inc. is looking for a Manager, Space Planning to oversee the college's space inventory and data. This role involves creating databases, ensuring compliance with regulations, and collaborating with various departments to optimize physical...
The Chronicle of Higher Education
Shenandoah, TX4 days ago $130.7k - $205.2k
...Market Analysis and Planning Manager Description - Market Analysis and Planning Manager At HP, our Personal Systems (PS) Strategy organization sits at the center of where market insight meets bold strategic direction. The MAP (Market Analysis & Planning)...Full timeTemporary workLocal areaRelocationFlexible hoursShift workHP Development Company, L.P.
Spring, Montgomery County, TX2 days ago$23 per hour
Job Title: Assistant Property Manager Salary: $23 per hour Schedule: Monday-Friday, plus first weekend of the month (required) Benefits... .... Mental and emotional wellness: Generous time‑off plan includes 10 paid holidays including a community service day and...Hourly payWork at officeLocal areaMonday to FridayWeekend work$45k - $60k
Assistant Property Manager We’re looking for an organized, confident, people‑focused Assistant Property Manager to support daily operations at one of our professionally managed apartment communities. You’ll be the right hand to the Property Manager, helping keep the community...Full time- ...commercial real estate firm serving Austin, San Antonio, Dallas, Fort Worth and Houston with over 30 years of experience developing, managing, and investing in commercial real estate. This 360-degree perspective gives us the expertise to maximize investment value while...Contract workWork at officeLocal area
- ...Senior Strategic Program Manager, AI Factory This role has been designated as ‘Remote/Teleworker’, which means you will primarily... ...meets all scope, time, budget and quality expectations, through planning, controlling and managing customer projects. Manages corporate,...Work experience placementWork at officeRemote workWork from home
HPE
Spring, Montgomery County, TX2 days ago - Now Hiring: Automotive Title Clerk Join our growing dealership team! We are looking for a detail-oriented and organized Title Clerk to support our accounting and titling operations in a fast-paced automotive dealership environment. Responsibilities: Process vehicle title...Work at officeImmediate start
Fred Haas Companies
Spring, Montgomery County, TX3 days ago - ...able to lift up to 15 pounds at times. Benefits include medical, vision, dental and supplemental insurance, 401K retirement savings plan, paid time off, holiday pay and company paid continuing education and training. About Us The DeMontrond family business was...Work experience placementLocal area
$26.88 - $35.83 per hour
...handling real estate transactions by establishing new escrow accounts, managing funds, processing documents for closings, and completing... ...package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan....Work at officeFirst American
Shenandoah, TX1 day ago- ...surveyors, and government agencies – that enable you to smoothly manage transactions. Business builder: Reaching out to new agents,... ...Short-term and Long-term disability benefits, AD&D 401(k) savings plan with company match Paid Time Off to Include Holidays, Vacation Time...Contract workTemporary workWork at office
Compass International Holdings
Spring, Montgomery County, TX3 days ago - ..., and pricing consistent with risk and bank policy. Portfolio Management Manage a portfolio of affordable housing loans, monitoring performance... ...in Finance, Real Estate, Business, Public Policy, Urban Planning, or related field; or equivalent experience. 3–7+ years of...Permanent employmentWork experience placementLocal areaFlexible hours
Amegy Bank
The Woodlands, TX4 days ago $60k - $90k
...and national operations within a collaborative and forward-thinking environment. Responsibilities include but not limited to Manage escrow transactions from contract to close in compliance with Texas Department of Insurance (TDI) regulations and applicable property...Contract workLocal areaRemote workAdecco
Spring, Montgomery County, TX11 days ago$116.15k - $182.4k
...Supply Chain Planning - Business Planning Manager Description - Job Summary At HP, we place the customer experience at the center of everything we do. The Supply Chain Planning organization plays a critical role in enabling that experience-balancing demand...Full timeTemporary workWork experience placementLocal areaRelocationFlexible hoursShift workHP Development Company, L.P.
Spring, Montgomery County, TX5 days ago- ...surveyors, and government agencies - that enable you to smoothly manage transactions. Business builder: Reaching out to new agents,... ...-term and Long-term disability benefits, AD&D ~401(k) savings plan with company match ~ Paid Time Off to Include Holidays, Vacation...Contract workTemporary workWork at officeRelocation
Anywhere Real Estate
Shenandoah, TX2 days ago - ...surveyors, and government agencies – that enable you to smoothly manage transactions. Business builder: Reaching out to new agents,... ...-term and Long-term disability benefits, AD&D ~401(k) savings plan with company match ~ Paid Time Off to Include Holidays, Vacation...Contract workTemporary workWork at officeRelocationShift work
Anywhere Real Estate
Spring, Montgomery County, TX1 day ago - ...Escrow/Compliance Officer - Spring, TX As a Compliance Officer you will be responsible for developing, implementing, and managing the company’s compliance program to ensure adherence to federal, state, and investor regulations governing the title and closing industry....Local area
Professional Alternatives
Spring, Montgomery County, TX5 days ago - ...BubbleUp LLC is seeking a Senior Technical Program Manager based in The Woodlands, TX, to streamline project execution and enhance organizational clarity. This in-person role requires 5–10+ years in technical program management and strong knowledge of APIs and integrated...
BubbleUp
The Woodlands, TX10 hours ago - ...Qualus is looking for a Program Manager in The Woodlands, Texas to lead large-scale Power Generation projects and manage client relationships. The role requires a minimum of 12 years of project management experience, exceptional leadership, and a strong understanding of...Work at officeLocal area3 days per week
Qualus
The Woodlands, TX4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Planning Manager. Be the first to apply!
