Financial Planner

We are seeking a motivated and client-focused Financial Planner to join a growing wealth management team in Houston, TX. This role is ideal for someone who is passionate about financial planning, enjoys building long‑term client relationships, and thrives in a high‑touch, service‑driven environment. About the Role As a Financial Planner, you will play a key role in supporting clients as they work toward their financial goals. You will prepare and lead client meetings, develop customized financial plans, and collaborate closely with advisors and internal teams to deliver a seamless and personalized client experience. Key Responsibilities Prepare for and lead client meetings with confidence and professionalism Gather, organize, and analyze client financial data to build comprehensive plans Develop financial scenarios and insurance illustrations Communicate planning insights and investment recommendations in collaboration with advisors Track planning workflows, milestones, and follow‑ups to ensure timely execution Provide proactive, high‑quality service to support client retention and satisfaction Maintain accurate and up‑to‑date records in CRM and financial planning systems Create thoughtful client engagement touchpoints to encourage referrals and deepen relationships Manage onboarding processes and ongoing client servicing needs Respond to client inquiries and provide reliable, trusted support Requirements Minimum 2 years of experience in financial planning or a related financial services role Active Series 7 and Series 66 licenses required CFP designation preferred (or in progress is a plus) Bachelor’s degree or equivalent professional experience Experience with CRM systems (e.g., Salesforce) and financial planning tools (e.g., eMoney, MoneyGuidePro) #J-18808-Ljbffr