Financial Planner

Murray Resources - Best Staffing Agency; Houston (TX); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Quarterly Team Retention Bonus

401K - company match

Job summary

Murray Resources - Best Staffing Agency in Houston is assisting a Houston-based independent wealth management firm in finding a Financial Planner. The candidate will guide clients from initial meeting through plan implementation, building authentic relationships and supporting women's initiatives.

The role emphasizes retirement planning, discovery, and collaboration with the Co-Founder and President and planning team.

Qualifications

• 5+ years of experience as a Financial Advisor in a client-facing environment.
• Series 65 required.
• Life & Health Insurance License.
• Strong planning and relationship management experience.
• Proven ability to convert qualified prospects into long-term clients.

Responsibilities

• Meet one-on-one with qualified prospects from seminars, workshops, referrals, and events.
• Conduct discovery meetings to uncover clients values, goals, concerns, and opportunities.
• Collaborate with the planning team to develop comprehensive financial strategies.
• Guide prospective clients through the first, second, and third meeting process.
• Ask for the business and help clients move forward with clarity.
• Build long-term relationships through exceptional communication and follow-up.
• Attend events, workshops, and community gatherings as a firm representative.
• Contribute ideas to enhance the client experience and women's initiative.
• Continue learning and growing with a collaborative advisory team.

Skills

Series 65

Financial planning

Prospecting

Communication

Tools

MoneyGuidePro

Redtail

Job description

A Houston-based independent wealth management firm is seeking a Financial Planner to join its growing team. This role is ideal for a seasoned advisor who enjoys building authentic relationships and helping women and couples navigate life's transitions such as retirement, career changes, divorce, widowhood, and business ownership. The Financial Planner is responsible for guiding new clients from initial meeting through financial plan implementation, working closely with the Co-Founder and President of the firm and the planning team to deliver an exceptional client experience.

Salary + Additional Benefits:

• Base pay: Depending on Experience
• Quarterly Team Retention Bonus
• 401K - company match

Location:

Houston, TX 77024

Type of Position:

Direct Hire

Responsibilities:

• Meet one-on-one with qualified prospects from seminars, workshops, referrals, and events.
• Conduct meaningful discovery meetings that uncover each client's values, goals, concerns, and opportunities.
• Collaborate with our planning team to develop comprehensive financial strategies.
• Guide prospective clients through the first, second, and third meeting process.
• Confidently ask for the business and help clients move forward with clarity.
• Build long-term relationships through exceptional communication and follow-up.
• Attend events, workshops, and community gatherings as a representative of the firm.
• Contribute ideas to enhance the client experience and strengthen the women's initiative.
• Continue learning and growing alongside a collaborative advisory team.

Requirements:

• 5+ years of experience as a Financial Advisor in a client facing environment
• Retirement planning experience strongly preferred
• Series 65 required
• Life & Health Insurance License
• Strong planning and relationship management experience
• Proven ability to convert qualified prospects into long-term clients
• Excellent communication, presentation, and listening skills
• Highly organized, self-motivated, and accountable
• Collaborative mindset with a desire to be part of something bigger than yourself
• Passion for serving women, couples, and families
• Experience with financial planning software (MoneyGuidePro, Redtail, or similar) preferred

Due to the high volume of applications we typically receive, we regret that we are not able to personally respond to all applications. However, if you are invited to take the next step in the process, you will typically be contacted within one week of submitting your application.