Senior Financial Planner: High-Touch Client Advisory

ebs recruiters LLC; Houston (TX); On-site; USD 85,000 - 115,000; Full time

Job summary

ebs recruiters LLC in Houston, TX is seeking a Senior Financial Planner who will deliver personalized financial planning and exceptional client service to help clients achieve long-term goals.

You will work with clients and advisory teams, gather data, develop plans, present investment recommendations, and manage ongoing relationships.

A strong emphasis on confidentiality and regulatory compliance, with licenses such as Series 7/66 and CFP preferred.

Qualifications

• Minimum 2 years of financial planning or related experience.
• Series 7 and Series 66 licenses required.
• CFP designation preferred.
• Bachelor’s degree or equivalent experience.

Responsibilities

• Prepare for and lead client meetings.
• Gather, organize, and analyze client financial information.
• Develop customized financial plans, insurance illustrations, and financial scenarios.
• Communicate investment recommendations in collaboration with advisory teams.
• Track planning milestones and follow up on action items.
• Deliver proactive client service and ongoing relationship management.
• Manage client onboarding and support ongoing service needs.
• Maintain accurate records in CRM and financial planning systems.
• Respond to client inquiries and provide trusted financial guidance.
• Cultivate client relationships through thoughtful engagement and referral development.

Skills

Financial planning

Client service

Communication

Relationship-building

Team collaboration

Education

Bachelor's degree

Series 7 license

Series 66 license

CFP designation (preferred)

Tools

Salesforce

eMoney

MoneyGuidePro

Microsoft Office

Job description

ebs recruiters LLC in Houston, TX is seeking a Senior Financial Planner who will deliver personalized financial planning and exceptional client service to help clients achieve long-term goals.

You will work with clients and advisory teams, gather data, develop plans, present investment recommendations, and manage ongoing relationships.

A strong emphasis on confidentiality and regulatory compliance, with licenses such as Series 7/66 and CFP preferred.