Financial Planner

Job Description

Job Description

We are looking for a Financial Planner to support clients with thoughtful, personalized financial guidance in Houston, Texas. This role focuses on building clear planning recommendations across retirement, tax, investment, and estate considerations while working closely with advisors and internal specialists. The ideal candidate brings strong analytical ability, sound judgment, and the communication skills needed to turn complex financial information into practical next steps for clients.

Responsibilities:

• Create tailored financial planning deliverables, including long-term retirement scenarios, spending analyses, and personal balance sheet summaries using planning software and supporting tools.

• Evaluate tax situations and model future outcomes to uncover strategies that can improve tax efficiency and strengthen overall financial results.

• Review outside investment accounts to assess asset mix, risk exposure, tax implications, and fit with client objectives, then collaborate with advisors and investment professionals on suitable recommendations.

• Coordinate key activities involved in bringing on new clients, partnering with advisors and senior leadership to help ensure a smooth and organized onboarding experience.

• Research planning issues related to insurance coverage, pension benefits, Social Security, Medicare, and workplace benefit programs to support well-rounded recommendations.

• Examine estate planning materials, summarize relevant findings for clients and advisors, and identify follow-up actions involving beneficiaries, ownership arrangements, and legal coordination.

• Prepare clear planning insights and supporting analyses that help clients understand available options and make informed financial decisions.

For immediate consideration contact Mark, View email address on ziprecruiter.com

• Experience developing comprehensive financial plans and translating financial data into client-facing recommendations.

• Knowledge of retirement planning, cash flow analysis, net worth evaluation, and broader wealth planning concepts.

• Ability to analyze tax information and identify practical strategies that support improved after-tax outcomes.

• Familiarity with investment account review, asset allocation assessment, portfolio risk considerations, and tax-aware planning.

• Understanding of estate planning fundamentals, including beneficiary structure and ownership considerations.

For immediate consideration contact Mark, View email address on ziprecruiter.com