Wealth Planning Associate

Wealth Enhancement; The Woodlands (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Training and professional development

Medical, dental and vision coverage

401k with match and profit sharing

18 days of paid time off (PTO) annually

Job summary

Wealth Enhancement in The Woodlands, TX, is seeking an Associate Financial Advisor to join their advisory practice. The successful candidate will work closely with senior advisors to provide exceptional service aimed at achieving clients’ financial goals, while contributing to sales growth and retention.

The role requires strong analytical and communication skills, as well as a commitment to professional development. Comprehensive benefits include health and dental insurance, a 401k plan, and generous paid time off.

Qualifications

• 2+ years of experience within the wealth management industry.
• Able to prepare client reviews and assist in meetings.
• Must manage multiple projects simultaneously.

Responsibilities

• Work with financial advisory team to manage client relationships.
• Assist Financial Advisor during client meetings.
• Prepare annual reviews and create financial plans.

Skills

Analytical skills

Organizational skills

Communication skills (oral & written)

Client relationship management

Education

4-year degree in business, finance, or economics

Active Series 65

CFP designation preferred

Job description

Wealth Enhancement in The Woodlands, TX, is seeking an Associate Financial Advisor to join their advisory practice. The successful candidate will work closely with senior advisors to provide exceptional service aimed at achieving clients’ financial goals, while contributing to sales growth and retention.

The role requires strong analytical and communication skills, as well as a commitment to professional development. Comprehensive benefits include health and dental insurance, a 401k plan, and generous paid time off.