Associate Planner

Oak Harvest Financial Group
Houston, Texas - Memorial City Area
Salary first year, plus commissions
Closing date
Apr 17, 2023

View more

Job Role
Financial Planning Support
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification

Position Overview

This is a sales and service support role supporting the Advisor and Senior Planner. Must be outgoing, friendly, possess a great work ethic, be detail oriented, and a team player.

Ideal Qualities

  • Ability to prioritize projects and manage time
  • Savvy customer service to include excellent communication; both verbal and written
  • Strong initiative for follow-through and follow up
  • Service and Sales support orientation
  • Demonstrated persistence to achieve quality
  • Strong organizational skills, detail oriented, proactive, and resourceful
  • Friendly, professional phone manner and enjoys working with a variety of clients
  • Reliable, with exceptional work ethic
  • Demonstration of maturity and poise under pressure
  • Being a team player with the flexibility to contribute as part of a team as well as independently
  • Ability to adapt to change


  • Prepare of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client meetings
  • Utilize websites, software and other resources to obtain client and product information
  • Compare existing solutions to those currently available in the marketplace
  • Establish, organize and maintain detailed client files
  • Prepare client correspondence, including letters and email correspondence
  • Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate
  • Assist in client meetings
  • Assist in retaining, nurturing, growing and expanding client relationships
  • Lead communication campaigns and complete quarterly client calls to touch base
  • Client Onboarding assistance
  • Client gifting coordination and projects (special occasions/ Illness/ celebrations)

Minimum Requirements

  • 2+ years of administrative office experience in a fast-paced environment
  • Financial Industry experience. CFP preferred, or at least working on it.
  • Intermediate to advanced skills with MS Office Suite, specifically Excel
  • Desire to obtain long-term employment
  • Detail oriented
  • Positive attitude
  • Ability to excel in a team environment

Salary and Benefits

  • $60-75K salary first year plus commissions
  • Medical, Dental and Vision benefits, 401k, and generous PTO

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