Financial Planner/Relationship Manager

The Jonus Group; The Woodlands (TX); Hybrid; USD 70,000 - 90,000; Full time

Job summary

A growing wealth management firm in The Woodlands, TX is seeking a Financial Planner/Relationship Manager. The role involves partnering with Wealth Managers, analyzing financial data, and ensuring client satisfaction. The firm values integrity, growth, and empathy, offering a competitive salary and benefits.

Benefits

Health Coverage: Medical, Dental, Vision

401(k) with employer contribution + profit sharing

Generous PTO

Access to mentorship and continuing education

Qualifications

• 2+ years of related professional experience in financial services.
• Must have Series 65 license within 90 days of employment.

Responsibilities

• Partner with Wealth Managers to develop and maintain customized financial plans.
• Analyze complex financial data to design wealth planning scenarios.
• Prepare trade recommendations and contribute to investment strategy discussions.

Skills

Communication

Attention to Detail

Organization

Time Management

Education

Bachelor's Degree in Business, Finance, Financial Planning, or Economics

Tools

Tamarac

Job description

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Practice Manager at The Jonus Group Specialized in Professional Services Recruiting: Legal, Accounting/Finance, and Human Resources

Job Description

We are currently seeking a Financial Planner/Relationship Manager who is passionate about serving high-net-worth clients for a growing wealth management firm in The Woodlands, TX. You will have the opportunity to make a meaningful impact on clients' lives by helping them achieve long-term financial success while working alongside credentialed professionals who value integrity, growth, and empathy.

Job Responsibilities

• Partner with Wealth Managers to develop, present, and maintain customized financial plans
• Act as a trusted point of contact for clients, delivering timely and accurate support
• Analyze complex financial data to design and model wealth planning scenarios
• Participate in client meetings and liaise with external professionals such as CPAs and attorneys
• Oversee account administration, client onboarding, and ongoing service requests
• Prepare trade recommendations and contribute to investment strategy discussions
  
  

Required

EDUCATION AND EXPERIENCE:

• Bachelor's Degree in Business, Finance, Financial Planning, or Economics
• 2+ years of related professional experience in financial services
• Series 65 license (or actively pursuing) - must be licensed by 90 days of employment
• Strong written and verbal communication skills
• High attention to detail, excellent organization, and time management
  
  

Preferred

• CFP designation (or on growth plan)
• Experience with Tamarac (Advisor View and CRM)
• Experience working with high-net-worth clients or in a boutique advisory firm
• Comfort with investment principles and portfolio implementation
  
  

Compensation And Benefits

• Salary: $70,000 $90,000 base + service-based overrides and bonus structure
• Health Coverage: Medical, Dental, Vision
• Retirement Plan: 401(k) with employer contribution + profit sharing
• Work-Life Balance: Generous PTO, supportive leadership, and a people-first culture
• Growth: Access to mentorship, continuing education, and advancement opportunities
• Schedule: Fully in office first 90 days for training. Then hybrid 2 days per week remote.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Finance

• Industries

  Banking, Financial Services, and Insurance

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