Senior Associate Financial Planner - Growth & Training

The Goff Financial Group; Houston, Northern (TX, KY); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Employer-paid health insurance

Health Savings Account

Employer-paid parking

Financial assistance for coursework &/

Generous incentive program

Job summary

The Goff Financial Group in Houston seeks a Senior Associate Financial Planner to collaborate with Financial Advisors in preparing recommendations, financial plans, and client follow-ups. This role supports data gathering, plan creation, and client communication to ensure high-quality service.

Ideal candidates hold CFP or CPA credentials and have 3–5 years of RIAs experience, with strong interpersonal and organizational skills.

Qualifications

• CFP or CPA required or pursuing with appropriate licensure.
• Series 65 and Series 63 licences required.
• Bachelor's degree in finance, business, or related field.

Responsibilities

• Drafting financial plans and gathering client data.
• Performing asset allocation analyses and creating custom analyses.
• Preparing presentation materials for client meetings and follow-ups.
• Researching investments and answering routine client questions.
• Communicating with clients via phone and email; following up with prospects.
• Updating accounts access, transfers, and cost basis information.
• Maintaining data in CRM and generating reports in portfolio systems.
• Assisting in quarterly and performance reporting.

Skills

Interpersonal skills

Client communication

Networking

Team collaboration

Education

CFP

CPA

Series 65

Series 63

Bachelor's degree in finance or related field

Tools

Portfolio Center

Morningstar

Financial planning software

Job description

The Goff Financial Group in Houston seeks a Senior Associate Financial Planner to collaborate with Financial Advisors in preparing recommendations, financial plans, and client follow-ups. This role supports data gathering, plan creation, and client communication to ensure high-quality service.

Ideal candidates hold CFP or CPA credentials and have 3–5 years of RIAs experience, with strong interpersonal and organizational skills.