This job has expired

Financial Planning Associate

Employer
Crestmont Private Wealth
Location
Houston, Texas
Salary
$55,000-$85,000 + bonus & benefits
Closing date
Oct 14, 2022

View more

Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Required
You need to sign in or create an account to save a job.

The financial planning associate will report to the Director of Financial Planning, and be responsible for a variety of financial planning and client service functions to deliver unparalleled service. The primary responsibility will be supporting and preparing for upcoming meetings, attending meetings, and developing post meeting action plans through completion via execution. There will also be additional duties as required such as special projects, client centric service endeavors, and attending CPW events.

Requirements: Bachelors Degree in a related discipline and the CFP designation are a must. Within 90 days of employment the associate must successfully pass the series 65 examination, or have the series 65 examination completed before employment commences. Employment is subject to background and credit check, references, drug/alcohol screening and a non solicitation agreement as a condition of employment.

For information on Crestmont Private Wealth: www.crestmontpw.com
Crestmont Private Wealth is an equal opportunity employer and seeks to create a culture of compliance, service, and teamwork through a commitment to core values.

Benefits: Full time employee benefits after a wait period includes matching 401k, healthcare, vision, dental, and a generous Paid Time Off accrual. Education reimbursement is also an optional benefit depending on the position and need for the business. Crestmont also offers all NYSE holidays as paid, and 2 additional floating holidays the day after Thanksgiving and Christmas Eve.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert